The Britannia Retirement Scheme is a managed investment scheme. Your money will be pooled with other investors' money into a range of investments. We have five investment funds varying from lower to higher risk, with accompanying expected returns, so you'll have a range of options that our advisers can take you through. We publish quarterly reports on all five funds that you can access at any time - so you'll always know how well your investment is doing.
The Britannia Retirement Scheme is also a Qualifying Recognised Overseas Pension Scheme (QROPS) which means that all members can transfer their UK pension monies to the scheme.
NZBritannia is focused on delivering results for its clients and understands its responsibility to act as a good corporate citizen. Read our Environmental, Social and Governance (ESG) Policy to find our more about how we consider ESG issues in our investment products.
For more information see the Product Disclosure Statement, available from Britannia Financial Services Limited.