Pension Transfer
Oct 29th 2019, 1:35 am
#1
Forum Regular
Thread Starter
Joined: Nov 2002
Location: Blenheim
Posts: 175
Pension Transfer
Hi,
Looking into the feasibility of transferring a couple of private pensions from UK to NZ. Appreciate there are big costs associated with this, and a number of companies offer the service. Just wondered if anyone had first hand experience and any recommendations for companies they have used. TIA.
Looking into the feasibility of transferring a couple of private pensions from UK to NZ. Appreciate there are big costs associated with this, and a number of companies offer the service. Just wondered if anyone had first hand experience and any recommendations for companies they have used. TIA.
Oct 29th 2019, 3:33 am
#2
`
Joined: Oct 2003
Posts: 38,611
Re: Pension Transfer
Hi,
Looking into the feasibility of transferring a couple of private pensions from UK to NZ. Appreciate there are big costs associated with this, and a number of companies offer the service. Just wondered if anyone had first hand experience and any recommendations for companies they have used. TIA.
Looking into the feasibility of transferring a couple of private pensions from UK to NZ. Appreciate there are big costs associated with this, and a number of companies offer the service. Just wondered if anyone had first hand experience and any recommendations for companies they have used. TIA.
I would suggest you talk with ChC4me.
He's a good bloke and several here have used him so is tried and tested
I am in no way affiliated to him.
Oct 29th 2019, 7:03 am
#3
BE Forum Addict
Joined: Jul 2007
Location: bottom of the world
Posts: 4,533
Re: Pension Transfer
Yes.
I would suggest you talk with ChC4me.
He's a good bloke and several here have used him so is tried and tested
I am in no way affiliated to him.
I would suggest you talk with ChC4me.
He's a good bloke and several here have used him so is tried and tested
I am in no way affiliated to him.
Oct 29th 2019, 8:53 am
#4
BE Forum Addict
Joined: Jun 2012
Location: Narangba QLD
Posts: 1,513
Re: Pension Transfer
I'll third the recommendation of Dai. He transferred our UK pensions over in to an NZ superann fund and he continues to manage our investment portfolio.
Great guy and team to deal with. Nothing any trouble and explains it in simple terms.
Dai can be found at :-
First Capital Financial Services
Level 5, 79 Cashel Street
P.O.Box 284, Christchurch 8140
Ph. 0800 525 515
www.firstcapital.co.nz
Great guy and team to deal with. Nothing any trouble and explains it in simple terms.
Dai can be found at :-
First Capital Financial Services
Level 5, 79 Cashel Street
P.O.Box 284, Christchurch 8140
Ph. 0800 525 515
www.firstcapital.co.nz
Oct 30th 2019, 4:33 am
#5
Forum Regular
Thread Starter
Joined: Nov 2002
Location: Blenheim
Posts: 175
Re: Pension Transfer
thank you for the replies, much appreciated. will make contact.
Nov 3rd 2019, 10:43 pm
#6
Forum Regular
Joined: May 2009
Posts: 218
Re: Pension Transfer
can't reccomend Tony from GBPensions highly enough, transferred 4 pensions for myself and the Mrs a few years ago, little to no hassle tansferring and they've doing quite nicely since 
Nov 7th 2019, 2:28 am
#7
BE Enthusiast
Joined: Jan 2011
Location: New Zealand
Posts: 455
Re: Pension Transfer
Wow, so much love here on British Expats, thank you!! I' haven't been as active on the boards in recent months, but BEV normally prompts me if there are any pension questions.
Always to happy to help.
chc4me
Always to happy to help.
chc4me
Jan 22nd 2020, 2:34 am
#8
Just Joined
Joined: Jan 2020
Posts: 1
Re: Pension Transfer
Hi chc4me,
Could you private message me please? I'm not allowed to message til I've posted 3 times (2 to go!). I have a private pension with St James Place and I've just decided to move to Auckland. 99% sure it will be a permanent move. I've a fair bit of money in my pension so I'm a little bit bricking it about getting it wrong / exchange rates / Brexit
I fly back to London tomorrow to pack up 13 years of London living and move back over here permanently. I'm 39 so it'll be a while til I can actually claim my pension
Could you private message me please? I'm not allowed to message til I've posted 3 times (2 to go!). I have a private pension with St James Place and I've just decided to move to Auckland. 99% sure it will be a permanent move. I've a fair bit of money in my pension so I'm a little bit bricking it about getting it wrong / exchange rates / Brexit
I fly back to London tomorrow to pack up 13 years of London living and move back over here permanently. I'm 39 so it'll be a while til I can actually claim my pension
Jan 23rd 2020, 8:34 pm
#9
BE Enthusiast
Joined: Jan 2011
Location: New Zealand
Posts: 455
Re: Pension Transfer
Thanks for all the lovely comments! TWWW, you’ve got mail!
