Supplier Rating Founded Regulated By The Fca Number Of Advisors Free Consultation
Montfort International
4.5

1995

6

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Prism Xpat
3.5

2002

6

Company Review
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Alexander Beard
4

1987

6

Company Review
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Global Qrops | Helping people with Pension Transfers
4.5

2009

7

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Get Your Finances Ready – Compare Financial Planners For Migrants

Arranging your finances before you depart is not a decision to be taken lightly, we all set out to achieve the most from our money & with the assistance of financial planners you can do just that. A financial planner will assess your overall financial position & help build a plan that suits your goals. Whether you have plans to arrange a Pension Transfer, Receive investment advice or something more specific it is important you’re correctly informed of the potential risks & tax implications involved.

Below we compare & recommend a number of migrant financial planners that offer sound advice. We have also included pension transfer companies if your enquiry is specific to pension transfers.

If you’re still after more information before making a choice, you can always View Details.

It’s easy to explore the specialists available to you right now – select Apply and you can get a direct response from the company.

What To Look For

  • Experience – the more, the better. It’s essential when choosing a company to transfer your pension.
  • Quality Staff – Find a company with qualified and regulated staff in both the UK & New Zealand
  • Ease of use – A company that makes the process straightforwardHonesty – Transparent fees and charges, so you know exactly what to expect.
  • Reviews – How do others rate their service

Local Information

You must be either employed, self-employed, or a permanent resident to be able to transfer your pension.

The term Qualifying Recognised Overseas Pension Schemes (QROPS) designates a particular overseas pension scheme that meets certain requirements set by HM Revenue and Customs (HMRC). You’ll find that you can only transfer your pension overseas by sending it to a QROPS.

General Rule: If a UK pension holder transfers overseas to a QROPS, they should be in a similar position to where they would have been if the transfer not taken place.

If you have lived in New Zealand for a total of 10 years since the age of 20, or 5 years from the age of 50, you are entitled to receive a New Zealand superannuation fund once you’re 65 years old.

Pension funds left in the UK will be heavily taxed, in some cases taxes can reach up to 55%.

At the age of 55 or above, you can receive a Pension Commencement Lump Sum (PCLS) also known as ‘tax free cash’, from your initial transferred funds equaling 30% of its value. Consider that the UK only offers 25%.