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Download your free UK pension transfer guide

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Moved back to New Zealand after working in the UK? You may have a pension that could be working better for you.

Download our free UK pension transfer guide to learn everything you need to know about your UK pension now that you are living in New Zealand.

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Naked Finance UK Pension Transfer Guide

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Avoid the Pitfalls of Pension Transfers

Regulated Advisers

All advisers are listed on the Financial Service Providers Register and linked to an Financial Advice Provider.

We work and live in New Zealand

Not all providers have advisers based here in Aotearoa. This is important for accountability, and so you can easily contact your adviser.

Understanding the process

Your adviser will explain every step of the process. You will remain informed and in control and you can meet with your adviser in person or virtually at any time, which ever you prefer.

Independent and Fee-based

"Free" might sound like a fantastic deal but when something sounds too good to be true, it usually is. If you're being offered 'free services upfront' it usually means there are hidden costs or limitations to the service that mean you end up paying more in the long run.

Need help now?

Book a time to talk to our team to get comprehensive advice on your UK pension transfer, or fill in the form below and a member of staff will reach out to you.

Book a time to chat

The Process

1. Our First Conversation

We discuss your work history, your goals and your requirements to better understand what your UK pension situation might look like.

Introduction to KiwiSaver
Introduction to QROPS
Discuss your investment strategy and appetite for risk
Introduce other services we provide

2. The Paperwork

We collect important information from you and input it into our financial diagnostic tool to help us create a visualisation of your financial future. We also provide you with the necessary documents that allow us to act on your behalf.

We require a letter of authority to work on your behalf.
We us Planolitix to empower our clients to make more informed decisions.
We tailor the process to you and your requirements.

3. The Proposal

We present you with your UK pension transfer proposal. This will include our terms of service and give you the opportunity to flag anything you want more explanation on or don't agree with.

Included will be the information on the transfer value.
We will include all the information on our fees with total transparency.
Included will be recommendations and projections for your investments once they reach NZ shores.

4. Ongoing Care

We have a dedicated team who will touch base with you periodically to make sure nothing has changed with your situation or goals. Your adviser is always available to you too, for any questions you may have.

You can reach out to us at any time for support or advice, either about your pension or any of our other financial services.
You can subscribe to our Investment Newsletter to keep up-to-date with global and local financial news.
We offer a holistic approach to finance with a full suit of products. Like your adviser? You never have to find another one.