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) (including PIEs and non-PIEs) Transfers to, and assistance in setting up of, Single Member Schemes (QROPS) Transfers to SIPPs (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, or GBP within a SIPP In-specie transfers of funds within a QROPS/SIPP or on a standalone 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.