Products & Services

Providers of specialist advice to NZ residents holding pension schemes invested primarily in the UK, but other jurisdictions as well. All options covered: Transfers to a variety of different QROPS (Qualifying Recognised Overseas Pension Schemes)Â(including PIEs and non-PIEs) Transfers to, and assistance in setting up of, Single Member Schemes (QROPS) Transfers to SIPPsÂ(Self-Invested Personal Pensions) Facilitation of reports produced by UK advisers for all schemes with "safeguarded benefits" The potential for tax efficient release of funds from SIPPs under the UK/NZ Double Taxation Agreement The potential for tax efficient and full release of funds under the UK’s triviality rules Investment of funds in GBP/NZD within a QROPS or on a standalone basis, orÂGBP within aÂSIPP In-specie transfers of funds within a QROPS/SIPP or on aÂstandalone basis GBPensions has no allegiance to any product providers and offers unbiased, specialist advice. All fees are confirmed in advance with no hidden charges, commissions or costs.