One of New Zealand’s most trusted financial services companies, NZBritannia has grown from a niche company offering pension transfers from the UK to New Zealand to a trusted provider of financial services that help our clients plan and invest for their retirement.

Pension Transfers

I’m proud to say that NZBritannia were the first to offer UK pension transfers to New Zealand. The company, as it’s known today, came to be in the mid-1990s when a valued client needed help transferring his UK pension. This was unusual at the time and we subsequently found the process to be unnecessarily time-consuming. It turned out a lot more people needed the same service, so we formed NZBritannia to focus on doing UK pension transfers the right way.

Since then, we’ve grown to become experts in retirement planning and other financial services. The team we’ve built over that time is large enough to satisfy our clients’ needs, yet small enough to be called a family – which really helps us provide reliable long-term service to our clients.

You only get one chance at planning for your retirement, and in NZBritannia, you’ll have an expert partner that will be with you for life.”

Alun Rees-Williams
Director

We’ve made transfers from over 500 UK pension schemes

NZBritannia knows the UK pensions market extremely well. This is how we can make your transfer so easy. We’ve been through the complex process many times, which means we can make sure your pension transfer process is as pain-free as possible.

An established network of Financial Advisers and specialists

NZBritannia is based on Auckland’s North Shore, with representatives throughout New Zealand. We employ our own in-house transfer staff, Financial Advisers and other specialist representatives, so the expert advice you need is always on hand.

We offer a nationwide service with personal visits or step-by-step guidance over the phone, toll-free.

 

 

 

 

 

We’re here as your ongoing financial needs change

We understand that financial needs and goals change. That’s why your relationship with us continues beyond your first consultation. Meeting with your NZBritannia Financial Adviser on a periodic basis will ensure that your investments and financial affairs are still appropriate based on your personal circumstances.

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Senior team

Our senior team are all finance professionals with a proven history and track record in financial services. Each has their own distinct set of skills that complements the overall value of the greater team. But while skillsets differ from person to person, integrity and trustworthiness are shared by all.

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Financial Advisers

Our team are New Zealand qualified Financial Advisers, experienced in everything you may need to consider from retirement planning, to insurance, KiwiSaver, investing and estate planning. We're ready to help you secure your financial future by making the most of your circumstances.

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Adviser representatives

In addition to the Auckland-based NZBritannia Financial Planning team, we also have a network of trusted and experienced Financial Advisers who represent NZBritannia throughout New Zealand. NZBritannia Financial Advisers are highly experienced, but also friendly, attentive and trustworthy – because our reputation depends on them.

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Specialist partners

Transferring some types of pensions require assistance from UK-based advisers before they can be moved. We have specialist partners who can give you robust, specific advice if this applies to you. Our specialist partners can also provide advice on how to minimise taxation on retirement funds being transferred out of the UK, and other tax advice relevant to immigration.

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.

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