How to transfer your pension

How to start the transfer process in 3 easy steps

Click here to submit your details & print off the Letter of Authority sent to you by email, sign it & return to our UK office

Pension Transfers
Brooks House
1 Albion Place
Maidstone
Kent

ME14 5DY

We will request details from your pension provider and will produce a FREE report that will recommend whether you should transfer your pension

We will pass you to our relevant team in NZ or Australia so that they can arrange to get your new pension set up effectively in accordance with current legislation in UK and NZ or Australia. 

When we receive your transfer from the UK you will be sent written confirmation detailing the financial transaction. We will also make a courtesy phone call to confirm all details and answer any questions you might have.

Is my money safe at all times?

The money is in a QROPS Trustees Scheme, so no time do we control it, you will therefore always have the right to your money. The rules that govern pension entitlements in both the UK and New Zealand are designed to protect your interests.