most popular

Best for most transfers

quickest

Where time is critical

intensive

Large, complex transfers

Fact
find
 
Data collection and In-depth pension review
Turnaround time UK provider dependent UK provider dependent UK provider dependent
UK pension
report
 
The report includes:
– Tax consequences
– Financial implications
– Transfer comparisons
– Situation analysis
 
Turnaround time from when we have collected all necessary information
Up to 5 days 24 hours 24 hours
 
Complimentary specialist tax consultation
 
NZ advice The advice includes:
– NZ scheme selection
– Fund investment options
– Tax analysis
– Statement of Advice
 
Individual superannuation scheme options
 
Turnaround time for scheme recommendation
 
Up to 5 days 24 hours 24 hours
Full transfer
service
 
Transfer service includes:
– Full document completion
– UK pension provider handling
– Dedicated UK transfer team
– NZ based consultant
– NZ scheme establishment
 
Turnaround time for NZ steps
 
up to 2 days 12 hours 12 hours
 
Turnaround time in UK
 
UK provider dependent UK provider dependent UK provider dependent
FCA advice UK FCA adviser regulated advice for defined benefit schemes with a value of over £30,000 + extra + extra
 
Turnaround time for FCA advice
 
Up to 10 days 24 hours 24 hours