UK pension transfers
Transfer your UK pension to the NZ Funds Managed Superannuation Service and take advantage of our comprehensive and cost-effective transfer process.
Free assessment
1. NZ Funds Managed Superannuation Service – LifeCycle Process: Age 0-54. Excludes performance fees that may be charged by underlying external managers (which are estimated in the PDS to be 0.22%), and any initial and ongoing advice fees that may be charged by your financial adviser.
2. Britannia Retirement Scheme – Growth Fund. Entry costs represent contribution fee of 2.5% charged by the manager which is the maximum contribution fee disclosed in the PDS. Excludes any initial and ongoing advice fees that may be charged by your financial adviser.
* Based on fee information in the PDS and in Other Material Information on the Disclose Register as at 31 March 2018. Where an “up to” or maximum fee amount is disclosed, it is assumed the maximum will be charged. For further information on fees and assumptions used, please click here.
1. NZ Funds Managed Superannuation Service – LifeCycle Process: Age 0-54. Excludes performance fees that may be charged by underlying external managers (which are estimated in the PDS to be 0.22%), and any initial and ongoing advice fees that may be charged by your financial adviser.
2. New Zealand Retirement Trust (Personal Superannuation Section) – AMP Growth Fund (Lifesteps 31-39 years). Excludes one-off adviser fees that may be charged by your financial adviser.
* Based on fee information in the PDS and in Other Material Information on the Disclose Register as at 31 March 2018. Where an “up to” or maximum fee amount is disclosed, it is assumed the maximum will be charged. For further information on fees and assumptions used, please click here.
1. NZ Funds Managed Superannuation Service – LifeCycle Process: Age 0-54. Excludes performance fees that may be charged by underlying external managers (which are estimated in the PDS to be 0.22%), and any initial and ongoing advice fees that may be charged by your financial adviser.
2. Craigs Superannuation Scheme – 100% equities. Entry costs represent brokerage costs of 1.25%. Excludes any initial and ongoing advice fees that may be charged by your financial adviser.
* Based on fee information in the PDS and in Other Material Information on the Disclose Register as at 31 March 2018. Where an “up to” or maximum fee amount is disclosed, it is assumed the maximum will be charged. For further information on fees and assumptions used, please click here.
1. NZ Funds Managed Superannuation Service – LifeCycle Process: Age 0-54. Excludes performance fees that may be charged by underlying external managers (which are estimated in the PDS to be 0.22%), and any initial and ongoing advice fees that may be charged by your financial adviser.
2. Garrison Bridge Superannuation Scheme – Protector Plus GBP Fund. Entry costs represent establishment fee paid to manager of £395, assuming a £25,000 investment. Excludes any initial and ongoing advice fees that may be charged by your financial adviser.
* Based on fee information in the PDS and in Other Material Information on the Disclose Register as at 31 March 2018. Where an “up to” or maximum fee amount is disclosed, it is assumed the maximum will be charged. For further information on fees and assumptions used, please click here.
1. NZ Funds Managed Superannuation Service – LifeCycle Process: Age 0-54. Excludes performance fees that may be charged by underlying external managers (which are estimated in the PDS to be 0.22%), and any initial and ongoing advice fees that may be charged by your financial adviser.
2. i-Select Superannuation Scheme – 100% managed funds. Entry costs represent entry fee charged by financial adviser of 5% which is the maximum entry fee. Excludes any ongoing advice fees that may be charged by your financial adviser.
* Based on fee information in the PDS and in Other Material Information on the Disclose Register as at 31 March 2018. Where an “up to” or maximum fee amount is disclosed, it is assumed the maximum will be charged. For further information on fees and assumptions used, please click here.
1. NZ Funds Managed Superannuation Service – LifeCycle Process: Age 0-54. Excludes performance fees that may be charged by underlying external managers (which are estimated in the PDS to be 0.22%), and any initial and ongoing advice fees that may be charged by your financial adviser.
2. Medical Assurance Society Retirement Savings Plan – Growth Portfolio. Scheme entry restricted to doctors, dentists, lawyers, accountants and certain others as set out in the PDS. Excludes any initial and ongoing advice fees that may be charged by your financial adviser.
* Based on fee information in the PDS and in Other Material Information on the Disclose Register as at 31 March 2018. Where an “up to” or maximum fee amount is disclosed, it is assumed the maximum will be charged. For further information on fees and assumptions used, please click here.
1. NZ Funds Managed Superannuation Service – LifeCycle Process: Age 0-54. Excludes performance fees that may be charged by underlying external managers (which are estimated in the PDS to be 0.22%), and any initial and ongoing advice fees that may be charged by your financial adviser.
2. Portfolio Superannuation Scheme – 50% managed funds; 50% equities. Entry costs represent brokerage costs of 0.35%. Excludes any initial and ongoing advice fees that may be charged by your financial adviser.
* Based on fee information in the PDS and in Other Material Information on the Disclose Register as at 31 March 2018. Where an “up to” or maximum fee amount is disclosed, it is assumed the maximum will be charged. For further information on fees and assumptions used, please click here.
1. NZ Funds Managed Superannuation Service – LifeCycle Process: Age 0-54. Excludes performance fees that may be charged by underlying external managers (which are estimated in the PDS to be 0.22%), and any initial and ongoing advice fees that may be charged by your financial adviser.
2. SuperLife UK Pension Transfer Scheme – Age Steps 40 years. Entry fee disclosed in PDS is 1% or $500 whichever is greater. This fee is paid to the manager of the scheme. Excludes any initial and ongoing advice fees that may be charged by your financial adviser.
* Based on fee information in the PDS and in Other Material Information on the Disclose Register as at 31 March 2018. Where an “up to” or maximum fee amount is disclosed, it is assumed the maximum will be charged. For further information on fees and assumptions used, please click here.
1. NZ Funds Managed Superannuation Service – LifeCycle Process: Age 0-54. Excludes performance fees that may be charged by underlying external managers (which are estimated in the PDS to be 0.22%), and any initial and ongoing advice fees that may be charged by your financial adviser.
2. Fidelity Super-Super Plan, Number 3 – Growth Portfolio. Entry costs represent contribution fee charged by financial adviser of 5% which is the maximum contribution fee. Excludes any ongoing advice fees that may be charged by your financial adviser.
* Based on fee information in the PDS and in Other Material Information on the Disclose Register as at 31 March 2018. Where an “up to” or maximum fee amount is disclosed, it is assumed the maximum will be charged. For further information on fees and assumptions used, please click here.
who use the NZ Funds UK pension transfer process
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If you or your spouse expect to live a long time past the agreed retirement age then these can be great for you. However, the main risk in such plans is the provider getting into financial difficulties and being unable to honour their promises. Which is why the UK government set up the Pension Protection Fund in 2008 as a backstop albeit not a full one. Since 2015 government funded defined benefit pensions (NHS, teachers police etc) are no longer allowed to be transferred to a QROPS.
Since 2015 government funded defined benefit pensions (NHS, teachers police etc) are no longer allowed to be transferred to a QROPS.
The value of your pension is based on a mix of contributions and investment returns over time.The details provided by your pension provider on their regular statements will tell you which type of pension scheme you have.
