Find out reasons to transfer your UK pension to NZ our transfer process and tax implications.

With over 17 years’ experience transferring UK pensions to NZ, your money is in safe hands.

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Why Transfer my pension?

Transferring your pension can be a very confusing and time consuming process. We remove much of the rigmarole of transferring your pension from the United Kingdom to New Zealand. We explain how the transfer process works; what to look out for when transferring your pension to a New Zealand qualifying recognised overseas pension scheme (QROPS); and provide expert advice around UK pension legislation and entitlements in New Zealand. We can also inform you on how much tax you will pay when you transfer your UK pension to NZ.

Lyfords have made what appeared to me to be a very complex process, very straight forward. My UK pension was transferred with a minimum of fuss, with Lyfords providing all the support and advice that I needed to reach this outcome as quickly as possible.
— Scot Fordham
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QROPS Requirements

When transferring your UK Pension, you'll need to meet specific criteria set by the HMRC. A New Zealand QROPS superannuation scheme is set up to meet these requirements. Lyfords are NZ QROPS specialists and work with only the best QROPS providers in New Zealand.

I was very impressed with your services and your proposal was without a doubt the most transparent and comprehensive one I received.
— T Buettner
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Transfer Process

We like to keep things simple. That’s why we’ve created a step-by-step process that we explain to you each step of the way, so that you know exactly what is happening with your pension. You can have peace of mind knowing a registered, award-winning financial adviser is looking after your transfer. Find out more about how to transfer your UK pension to New Zealand.

I can’t recommend Lyford’s highly enough and if you are thinking about transferring your pension or are just after some advice regarding anything financial, just get in touch.
— Simon Wade
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About Us

Lyford Investment Management Limited and Lyford Financial Services Limited are operated by Alison & Richard Renfrew. The companies provide advice based on decades of experience. Both Alison and Richard have earned their Diplomas in Financial Planning, are Certified Financial Planners (CFP is an internationally recognised designation) and Authorised Financial Advisers. In addition to our UK Pension Transfer service, we provide advice on retirement planning, personal insurance, and diversified investment portfolios.