Don't pay high fees to transfer
Transfer your UK pension for FREE.
NZ Funds Private Wealth provides a FREE transfer service and FREE advice to transfer your UK pension to New Zealand. And when it comes to switching from Pound sterling to New Zealand dollars, you could save by accessing our wholesale exchange rate.
A team of qualified experts for UK pension transfers.
Our nationwide team of experienced financial advisers follow NZ Funds’ comprehensive transfer process. First, we gather the right information. Second, our in-house specialists analyse your current situation and scheme. Third, we design a transfer approach and investment portfolio that are tailored to you.
QROPS built for better returns.
Our Superannuation Scheme uses the same LifeCycle technology used by the NZ Funds KiwiSaver Scheme which matches your asset allocation to your age to increase the probability you achieve your retirement goals.
Advice for UK pension transfers built on research.
We have over 30 years experience in building and maintaining high quality global portfolios for New Zealanders. Our ongoing commitment to technology and research enables us to optimise your tax, lower your fees, and diversify and grow your wealth to help you achieve the retirement you want.
Some of the financial advisory firms
who use the NZ Funds UK pension transfer process
UK pension transfer experts.
Our nationwide team of qualified advisers are the partner of choice for many of New Zealand’s financial advisory firms.
Still not sure?
Responsible investment
We work with ISS-Ethix – the world’s leading environmental, social and governance adviser.
World class managers
By working with world class global managers we ensure your retirement savings are not dependent on a single local manager and are invested with some of the largest and smartest investment organisations globally.
Not an index product
In addition to automatically rebalancing your investments into lower risk assets as you approach retirement, our investment approach includes downside mitigation so your retirement savings won’t be as vulnerable in large market downturns.
Globally diversified
Our globally diversified approach ensures you are invested both locally and internationally so your retirement savings are not dependent on any one economy.