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| most popular
Best for most transfers |
quickest
Where time is critical |
intensive Large, complex transfers |
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| 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 |