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-   -   who to use for QROPS???? (https://britishexpats.com/forum/new-zealand-83/who-use-qrops-798289/)

julesnye May 28th 2013 4:36 am

who to use for QROPS????
 
hi,
it's nearly that time for me to transfer my pensiosn over and need to find recommendations. I've tried searching the forum but have not found any, so think my search is not working.
any serious suggestions would be appreciated.
Regards
Julesnye

BEVS May 28th 2013 7:21 am

Re: who to use for QROPS????
 
Per the announcement , search isn't working presently.

fairburnings May 29th 2013 7:53 am

Re: who to use for QROPS????
 
I used Gareth Morgan. They charged NO fee for the transfer, were efficient and kept me informed of progress. Their investment history is good and fees are reasonable.

They do not transfer into a sterling account, thus denying the client control of the currency transfer timing. However, my transfer was split over 3 months to even out any currency fluctuations. Some advisers take 2.5% to 5% of the transfer sum as their fee for the process.

Their paperwork is easy to understand and their financial advisers know what they are doing, especially QROPS transfer which is a specialist area with serious tax implications if it is done incorrectly.

julesnye May 29th 2013 8:42 pm

Re: who to use for QROPS????
 
Cheers Fairburnings

chc4me May 29th 2013 9:34 pm

Re: who to use for QROPS????
 
You could talk to me !! I post on these forums regularly and specialise in QROPS and pension transfers. I trust you have read this thread about the new tax rules and I can talk you through what it means for your circumstances.

bolton1 May 30th 2013 9:42 am

Re: who to use for QROPS????
 
Hi CHCH I have been following your thread - please private message me I am more than happy to let you act on my behalf


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