UK Pension Transfers

Cambridge Partners is New Zealand’s leading independent wealth management firm, providing UK pension transfer advice and services.

Every UK pension scheme and person is different. So, while a general understanding of the key issues is useful, it is important to get personalised advice from an authorised financial adviser to help you make an informed decision. It is important you understand the risks and benefits associated with a UK pension transfer.

What are the issues?

For those who have lived and worked in the UK, the question on whether you should move your Defined Contribution or Defined Benefit pension plan is often front of mind. 

There are several advantages and risks involved in any transfer, and the advice can be different for each pension and person depending on their situation.

These include (but are not limited to):

  • Understanding your UK pension and any guarantees or safeguarded benefits
  • Assessing the tax implications for leaving your benefits in the UK, transferring now, or at some point in the future
  • Whether you qualify for the 48-month transitional residency exemption and how this may affect your planning
  • Your future plans, goals and income requirements
  • The New Zealand retirement market and selecting an appropriate Qualifying Recognised Overseas Pension Scheme (QROPS)

How we can help

We have in-depth experience in advising clients from the UK and helping them navigate the different pension and savings plans, taxation and the regulations around QROPS. 

If you would like advice or have any questions, schedule a call or download our information pack below.

Richard has many years of experience and service to the accounting profession. He has an interest in assisting clients with UK Pension transfers, Trusts, and not-for-profit organisations.
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Richard Austin

Financial Adviser &
Managing Partner
FCA, BBS, MInstD, AETI
Ashley has worked with a wide range of domestic and international clients to help them navigate and understand their New Zealand tax obligations. She has worked extensively in taxation, including ten years with KPMG.
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Ashley Salt

Financial Adviser
CA, BCom
Jim has a broad range of experience in advising private clients and consulting for large institutional pension funds. He is a qualified Actuary, Chartered Financial Analyst, as well as being a Chartered Financial Planner and a Fellow of the UK’s Personal Finance Society.
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James Smith

Financial Adviser
FIA, CERA, CFA, FRM, FPFS, AIFA, BSc
investment advisory

Speak with one of our UK pension transfer specialists

We offer a no obligation review of your situation.

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UK Pensions Pack

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