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925exile
5th November 2004, 09:06 PM
unless your a financial adviser I guess! yes Im talking pensions. Has anybody any experience with transfering a pension fund from the UK to NZ? If so do you have any advice that you could impart to me on the matter. All advice is appreciated. Thanks in advcance :nice1

kiwi
5th November 2004, 10:03 PM
Hi,

I know Jeremy at broadbase quite well (as in he is a friend)

www.broadbase.co.nz/immigrate
he would be able to give you some advice. He seems trustworthy enough!
Nic

lindajax
6th November 2004, 03:41 AM
hi,
This thread took the thoughs from my head, I have a super ann pension which i stopped paying into some months ago ( thinking we'd be in NZ sooner) and have been wondering how things work over there and if health boards have a scheme. hubby has pensions too that'll need transfering over.
Nic where is Jeremy based - we will be off to Auck.
Thanks linda xxx

Michelle and Richard
6th November 2004, 04:52 AM
Linda

There isn't a super an scheme for nurses but they are trying to get one as part of the latest pay negotiations. Wok schemes are rare, Richard has got one where he puts in6% of his salary and the employer puts in9% apparently this is very good for NZ.

As for transfers we are looking into transferring a couple of smaller pensions out here into a NZ scheme, believe they have a flexible scheme where after a ceratin amount of time you can get your hands on the cash as a lump sum. I am going to talk to some people at the bank to get some advice. There seem to be quite a few ads in the paper for people who will do this for you and no doubt charge you hefty commision in the process.

We both have final salary schemes in the UK as well and I have heard although again it will depend on your own circumstances that these are far superior to anything you will get over here so we will be leaving those untouched.

Let me know how you go on with broadbase and I will let you know if I find anything out from the bank.

Michelle

kiwi
6th November 2004, 07:51 AM
He works with people all over the country..although based in chch, broadbase is nationwide. Susanlin has used him...pm her and get the real! low down!!!

I know a few of his clients are in Auckland as he advertises in outlook and destination nz..if you have those papers (in the uK) take a look at some of his articles. He seems to know his stuff

good luck,

Nic

Tara Sage
13th November 2004, 05:58 PM
Small world nic we used jeremy to transfer our pensions! Seems to be doing a good job will let you know when it has al arrived.

kiwi
13th November 2004, 07:56 PM
Did you see him at the bbq today? he was wearing all black..thought he was an all black he said..he was with Bron and his 2 boys...
Nic

925exile
14th November 2004, 06:44 PM
Thanks folks, Ill be following that lead up. Regards.

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