A guide to UK pension transfers
By Clive Atkins
Making the right decision can be difficult because many factors need to be considered. The advice of a qualified and experienced financial adviser is therefore an excellent place to start when considering transferring pension funds to New Zealand.
To help in this complex area, a number of companies in New Zealand, including AXA*, have specialist transfer teams who are available to assist and help advisers in both the transfer process and answering the more technical questions.
The following is designed to give an overview of why people may consider transferring and some insight into some of the current rules surrounding the legislation. So whether your client is immigrating to NZ or an ex-pat returning home after years away in the UK the following will be an important read.
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