As impartial, qualified and authorised financial advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. We offer a complete and comprehensive UK pension scheme transfer service which is bespoke to our individual client's needs.  Your pension fund is a very important asset, its value in many cases having taken many years to build up. You need professional financial advice to ensure that you grow and preserve your retirement assets. We have the necessary skills and can provide impartial advice on the most appropriate vehicles from the leading New Zealand investment houses.

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Don't be! We can arrange for your pension scheme funds to be transferred in pounds Sterling and deposited into a pounds Sterling cash account with a New Zealand Qualifying Reconised Overseas Pension Scheme (QROPS).

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For quite some years now I have had on the dreaded “to do list” the task of bringing my British pensions to NZ. Then per chance I met Ian Jordan, who allayed all my fears, discussed with me my many options, interpreted the jargon, talked to me like an intelligent person, not deafening me with financial speak, and lo and behold my the pensions were transferred with no pain.

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