client login

UK Pension Transfers

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

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.

UK Pensions Pack
UK Pensions Info Pack
Contact Us
  • Talk To Our Specialists:
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.
Find Out More

Richard Austin

Financial Adviser &
Managing Partner
FCA, BBS, AFA, MInstD, AETI
Jim has a broad range of experience in advising private clients and consulting to 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.
Find Out More

James Smith

Business Manager
FIA, CERA, CFA, FRM, FPFS, AIFA, BSc
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.
Find Out More

Ashley Salt

Associate Adviser
CA, BCom
investment advisory
investment advisory

Speak with one of our UK pension transfer specialists

We offer a no obligation review of your situation.

Schedule a Call
Cambridge Partners Financial Advisers
© All Rights Reserved 2020
Website by Xava Digital
Top

Schedule A Call

Choose a date and time for your phone call with a Cambridge Partners' adviser. We will call you on the number you provide.


Please choose a time at least 2 hours from now.

Select service*
Select a date and time*
Please choose a time at least 2 hours from now
Name*
Email*
Phone Number*
To ensure we're prepared for your call, please provide any relevant details about your situation, and what you are looking for.

Send a message

We'll get back to you as soon as possible

Send

UK Pensions Pack

Enter your details and we'll email the pack to you.

Send

Download Our Info Pack

Enter your details and we'll email the pack to you.

Send