Skip to main content

New announcement. Learn more


UK Pension Transfers to New Zealand - Done Right

Understand your options, avoid costly mistakes, and make confident decisions about your UK pension.

No obligation. No preparation needed.

Work directly with a UK pension transfer specialist

Luke has over 20 years of experience in financial advice, with a strong focus on helping clients navigate UK pension transfers to New Zealand.

This is a complex area - and getting it wrong can be costly.
Luke works with you to ensure you understand your options and make the right decision for your situation.

  • 20+ years experience

  • UK pension transfer expertise

  • Clear, straightforward advice

  • Focused on long-term outcomes

Not sure what to do with your UK pension?

  • You’ve worked in the UK and built up a pension

  • You’re now living in New Zealand (or planning to)

  • You’re unsure whether to transfer or leave it in the UK

  • You want clear advice without the jargon

Specialist advice for UK pension transfers

We help you understand whether transferring your UK pension is the right move - and guide you through the process if it is.

This includes:

  • Assessing your options

  • Explaining tax implications

  • Structuring your transfer correctly

  • Managing the process end-to-end

A simple, guided process

Step 1: Initial Call
Understand your situation and answer key questions.

Step 2: Advice & Recommendation
Clear guidance tailored to your circumstances.

Step 3: Implementation
We handle the process if a transfer is appropriate.

Advice you can trust

We’re not here to push a transfer.

In many cases, leaving your UK pension where it is may be the better option.
Our role is to help you make the right decision - not the most convenient one.

April 2026 Tax Rule Changes – “Scheme Pays” for Pension Transfers

Legislation passed in the 2024 Taxation (Emergency Response and Contingency Planning) Bill allows for a simpler, more flexible regime from 1 April 2026.This is the Transfer Scheme Withholding Tax (TSWT).  A flat 28% “scheme pays” mechanism for eligible transfers to NZ QROPS supera...
read more

UK pension advice Hamilton & NZ wide - contact us to find out more: