Process

Step 1: Fill in the online form or print it out, send it back to our office at:

UK Pensions 2 NZ Ltd
35 Monmouth St
PO Box 14080
Tauranga
New Zealand

Step 2: Once we receive your information we will contact you to discuss your options. Our advisor will arrange a time with you to personally go over any questions you may have and explain our process in more depth.

Step 3: If you are happy to go ahead and the paper work is done, we will then set up your compliant New Zealand Superannuation Fund to enable your UK pension to be received in accordance with current legislation in the UK and New Zealand. This will enable you to avoid any UK tax penalties.

Step 4: When we receive your transfer from the UK you will be sent written confirmation detailing the financial transaction.

During the process the advisor will be available for any questions you may have.

Get started now with our free online no obligation assessment form.