How we work
At Henderson Consulting we specialise in transferring UK pensions to New Zealand.
Although we’re based in Wellington, New Zealand we make regular trips around New Zealand to see our existing clients and meet new clients. There is nothing like meeting face to face, even though most of our services can also be arranged via Teams, Zoom, Skype and the more traditional email, post and phone. Click here to contact us to find out the value of your UK pensions at no cost to you and no obligation.
When looking at UK pension transfers the process that we usually follow starts where the funds will be invested and works backwards from that. You need to be happy and comfortable where and how your UK pension funds are invested. Otherwise there is no point in transferring, after all it is your money!
As the investment of your pension is so important to us, we work very closely with Dieter Timmerman at Savvy Wealth Limited to provide expert investment advice.
- You get in touch with us either by email, phone, completing our online contact form, or request one of our free information guides
- We’ll send you our Pension Information Guide so that you can get a clearer understanding of our pension transfer service and the rules around pension transfers
- We will arrange a call or have email correspondence to discuss your situation in more detail and answer any questions or queries that you may have about transferring UK pensions
- We can request up to date transfer values and overseas transfer forms from your UK pension providers on your behalf should you wish us to do it for you
- Have an initial discussion with Dieter Timmerman at Savvy Wealth Limited about your investment objectives. We’ll chat about strategies of how to handle your GBPs from your UK pension transfer
- Dieter will put together an initial portfolio for you based on your discussions and your investment goals
- If you are happy with that and wish to proceed further you open an account via Savvy Wealth Limited.
- Set up your NZ ROPS scheme to accept your UK pension transfers
- Complete the documentation provided by your UK pension providers
- Courier them to the UK, follow up and report regularly on progress
- Funds arrive in GBPs in your New Zealand QROPS scheme
- Implement the agreed investment portfolio
- Yearly reviews with Savvy Wealth Limited to ensure you are on track with your long term objectives
We can also help with
We also can introduce you recommended suitably qualified persons who can provide other financial services for Brits emigrating to New Zealand and Kiwis who have lived in the UK. They are all are experts in their field who I have personally met and had dealings with.
- Foreign Exchange
- Stockbroking and Investments
- UK and New Zealand tax advice
- General Insurance for House, Contents and Car Insurance
- Life Insurance
- Angel Investing
- Wills and Enduring Powers of Attorney
- Legal advice