Thinking of transferring your UK
Pension Fund to New Zealand?

Call for a free, no obligation assessment: 0800 28 28 33

Thinking of transferring your UK Pension Fund to New Zealand?

Call for a free, no obligation assessment: 0800 28 28 33

Why transfer with Britannia?

  • We have a highly experienced team, with management and staff who have completed well over 20,000 pension transfers since 1996.
  • We have our own in-house transfer staff which means that you will always deal directly with the person who can help.
  • We've dealt with over 500 different UK pension schemes so we know all the ins and outs.
  • Because transfers are made into the Britannia Retirement Scheme (which we set up to receive UK pension transfers) you will not incur any UK exit taxes or penalty charges.
  • Our service continues after the transfer by providing information to help you ensure your decisions remain appropriate for your ongoing financial needs.
  • Our well-established network of transfer specialists and Authorised Financial Advisers (AFAs) can meet all your financial needs.
  • The decision whether or not to transfer is complex and we recommend you speak to one of our Authorised Financial Advisers (AFAs) for advice as to whether a transfer is suitable for you. 
  • Disclosure Statements for each of our AFAs are available on request and free of charge.
  • For more information about the new Britannia Retirement Scheme we recommend that you read the Product Disclosure Statement by clicking here, and view the online material available at www.companiesoffice.govt.nz/disclose.

If you are an existing client (pre 1 December 2016)  and would like more information about your specific Scheme then please select the appropriate link below.  Don't hesitate to give us a call if you have any questions.

  • Click here to read the Investment Statement for the Britannia Superannuation Scheme 2012.
  • Click here  to read the Investment Statement for the Britannia Superannuation Scheme.
  • Click here to read the Fund Updates for the above Schemes.


We are seeking a highly motivated and well-disciplined AFA/QFE Adviser for more information click here