There’s a lot to consider when you’re planning for your retirement.
That’s why it’s really important to get sound advice from one of our expert Financial Advisers.

At NZBritannia, we have over 25 years’ experience helping New Zealanders, with a proven track record in retirement and financial planning. We’re also specialists in transferring UK pensions to NZ.

Whatever stage you’re at with your retirement planning, we can help you retire better.

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Retirement and financial planning

Our specialist advisory team can help with all your retirement planning needs – including insurance, KiwiSaver and estate planning.

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UK pension transfers

As one of New Zealand’s most experienced UK pension transfer providers, we can make transferring your pension to NZ pain-free.

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Integral Master Trust

Whatever your retirement plan, the Integral Master Trust (IMT) lets you choose an investment option to suit your preferred level of risk and return – with the option to withdraw at any time.

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Britannia Retirement Scheme

Our superannuation scheme helps you accumulate savings for your retirement.

NZBritannia were upbeat and positive, encouraging me to follow simple guidelines that, when combined with their great product, would allow me to live comfortably in my retirement. Most importantly, they gave me peace of mind.

- TRICIA WILCE
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Free UK pension transfer advice

Our team have over 25 years' experience. During this time, we’ve worked with over 500 different UK pension providers to transfer pensions for over 20,000 clients.

We’re so confident you’ll have a great experience with our team that we offer free assessments and advice. Get in touch today.

Free E-Book

Download your exclusive UK to NZ pension transfer guide

With our free ebook, planning your pension transfer has never been so simple.

Should you transfer your pension?

Before considering whether or not to start the transfer process, it’s good to find out the pros and cons.

The pension transfer process

Our pension transfer process is pain-free, and we’re with you every step of the way.

Find out how we can help

With our experienced team and tens of thousands of happy clients over three decades, we can help you retire better.

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Plan your financial future

There’s no one-size-fits-all approach to financial planning. We consider the unique needs and goals of every client. 

Our team’s experience is second to none

25+

Years’ experience
in the NZ/UK pension market

20,000+

Pension transfers
completed since 1996

$700m+

NZBritannia Group
funds under management

500+

UK pension schemes
- we know all the ins and outs

NZBritannia made a complex process feel both simple and stress-free.

- DAVID WILLIAMS, AUCKLAND

Product Disclosure Statements for the Britannia Retirement Scheme and the Integral Master Trust are available from the Scheme's issuer, Britannia Financial Services Limited, phone 0800 500 811. Financial Advice Disclosure Statements are available for Britannia Financial Planning Limited here and for Britannia Financial Services Limited and Britannia Nominees Limited here.

Need help in securing your financial future?
Call us 0800 28 28 33