Below are a selection of guides that are available for financial advisors, superannuation schemes, and potential superannuation scheme members to use.
|10 compelling reasons to use a New Zealand QROPS
Here we outline the reasons that New Zealand QROPS are best in breed, from post-tax investment returns through to the full established and stable regulatory environment that they operate under… download here for more… CS_QROPS
|The fallacy of keeping your funds in a sterling bank account
Many people have transferred their UK retirement savings into NZ schemes that operate GBP bank accounts, having been sold the benefits of exchange rate protection, here we get under the bonnet of this strategy pointing out the pro’s and significant con’s… this is a must read for advisors with clients in this position…download here for more… CS_UK BANK ACCOUNTS
|Whether to transfer a defined benefit scheme or not
A lot has been written about defined benefit schemes and how one should not transfer them out of the UK. However, we believe that all facets of a defined benefits scheme need to be considered when making a transfer, such as the current value, whether the scheme is fully funded, exchange rate issues and a myriad more. In this paper we outline all the factors a potential transferee should consider prior to deciding on whether to transfer their pension… download here for more… CS_DB SCHEMES