Transferring Your
UK Pension

Get a free detailed assessment and report on your UK pension and what it means to leave it or transfer it.

The Advantages Of Transferring A Pension

  1. Get your benefits paid completely tax-free
  2. No tax on inheritance
  3. Full control with multi-currency funds

The Risks Of A Pension Transfer

  1. Transferring to the wrong type of scheme
  2. Getting a big tax bill
  3. Giving up guaranteed benefits, forever

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Big Pension Transfer Myths

MYTH 1: Never touch a UK final salary scheme

MYTH 2: You need to convert to NZD

MYTH 3: All NZ QROPS schemes are equal

Lots of people hold off on even looking at a UK pension transfer because the exchange rate freaks them out.

Depending on when you started tracking the New Zealand dollar to British pound you might have seen highs of three dollars fifty to the pound and lows of one dollar seventy, and this can play a part in the decision-making process.

But what most people don’t know is that when you transfer a UK pension to New Zealand you don’t have to convert it into New Zealand dollars.

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QROPS Information

Research

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Guides

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Adam Sendler
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Mila Kunis
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