On 6 April 2023 the UK removed the Lifetime Allowance Charge. This meant that any transfer from a UK pension to New Zealand, whilst still being
Kiwi Wealth Super Scheme and the overseas transfer charge
Lifetime allowance changes and their impacts
UK defined benefit, final salary pension transfer values are sinking faster than markets. Each month XPS, a large UK pensions administrator, produces its Transfer Value
Final salary pension schemes promise to pay benefits into the future (their liabilities). To pay for those benefits they invest money (their assets). Recently we have seen
New Zealand’s not the only one with traffic lights In late 2021 the UK Department for Work and Pensions introduced new laws to combat pension
New Zealands expert in QROPS and pension transfers.