UK Pensions
Our team has over a decade of combined experience in pension transfers. We help expats in the complexities of pension transfers, we track down Defined Benefit (DB) and Defined Contribution (DC) pensions for our clients, and help them make an informed decision as to what is best for themselves and their family, now they live in New Zealand.
Who we are and how we can help
Jamie and Sean head up this part of the Naked Finance family and together hold a wealth of experience and knowledge in UK pension transfers. Now that you live in New Zealand, the simplification of life is what we want to achieve and having overseas pensions may or may not be the right thing for you. If you think this is a complex matter now, imagine navigating this in your 80's. Take control of your pension nest egg, even if it is on the other side of the world.
Facts and Figures
Do you fully understand the status of your overseas pension? You may have been meaning to dig into this for a while, but haven't got around to it, let us make the initial enquiries for you, help you understand what you have back there and in what form. From there we will make some suggestions for you as to the best way to proceed. As with anything from Naked Finance, there is no cost for these types of enquiries.
Let us do the digging
We will go out and survey the marketplace and look for what fund is the best fit for you. Bear in mind, that this doesn't only focus on returns, we will take into account 'soft' factors too.
Your diamond in the rough
We will then collate the findings and help you understand all factors in your decision, thus allowing you to make an informed selection.
We're here for the long run
As with all things, maintenance is key. What is right today is not necessarily going to be right in five years. That's why we commit to the long run with our clients, ensuring we are always available and able to help them retweak to ensure optimal performance.
The three stages
RESEARCH
Let us do the grunt work
It isn't a secret that the time difference to the UK can be a real pain in the arse sometimes. We will call the UK schemes of an evening and ensure the process is on track and all funds are accounted for.
ADVICE
The bones of it all
Once we have collatd all the information we will sit down with you in person and go over all the options available to you and ensure you understand the pros and cons of each.
IMPELENTATION
Let's get you sorted
Once you are happy with the suggested plan of attack, we will set the wheels in motion for you. It is important to note that the transfer will likely move at the same pace as your shipping container took to get here when you first moved! It is most definitely an iceberg principle, in that there are several steps to go through in the process, but know that we will be here to go through these with you along the way.
Avoid the pitfalls
We have worked with hundreds of people over the years in assisting them to understand what the best options are for them now they live in New Zealand. As with anything containing trip hazards, there are plenty of faux pars to avoid. We will help you navigate these and you can be confident that we will lay your options out in plain English, so there are no misunderstandings.