The NZBritannia pension transfer process
Contact NZBritannia for a free no-obligation assessment1 or financial advice
You will be contacted by a NZBritannia Financial Adviser and offered advice or information only service depending on your situation
Pay advice fee
Receive information plus meet with adviser to explain documents
Meet with adviser and receive Statement of Advice
Complete forms, pension transfer value request, and enrol in the Britannia Retirement Scheme
Receive final transfer value and confirm decision to transfer pension
NZBritannia begins the transfer process and will update you on progress
HM Revenue & Customs
UK Scheme Administrators
UK employer or Accountant
After completion of all formalities, your pension will arrive in New Zealand and be invested in the Britannia Retirement Scheme
The assessment is not personalised financial advice about the relative advantages and disadvantages of transferring to a New Zealand superannuation scheme. If you would like advice on whether a transfer is in your best interests, contact us on 0800 28 28 33 FREE and we will arrange for one of our Financial Advisers to contact you.
1For taxation advice, you should talk to a taxation specialist.