GBPensions
About the Business
Welcome to GBPensions, a finance establishment located at 2B William Pickering Drive in Auckland, New Zealand. As a point of interest for British expats, we specialize in helping individuals navigate the complex world of pension transfers.
If you've recently made the move from the UK to New Zealand, it's important to understand that your pension in the UK could potentially accumulate a tax liability here in New Zealand. In some cases, the entire pension may be subject to tax upon retirement. That's where GBPensions comes in.
Our team of British expats, based on Auckland's North Shore, is dedicated to assisting you in tracking down the details of your Defined Benefit (DB) or Defined Contribution (DC) pension scheme. Armed with this information, you can make an informed decision about what to do next.
Depending on your unique circumstances, wants, and needs, you have several options. You can choose to leave your pension where it is in the UK, move it to a UK SIPP (Self-Invested Personal Pension), or transfer it to an NZ QROPS (Qualifying Recognised Overseas Pension Scheme).
Don't worry if all this financial jargon seems overwhelming. Our promise to you is that we will communicate in plain, everyday English, ensuring you feel confident in whatever decision you make.
To further educate yourself on this topic, we invite you to download our free e-booklet, which addresses some of the most common queries we receive.
At GBPensions, we are proud to be a Major Donor to Pet Refuge, an incredible charity that provides temporary shelter and care for pets affected by domestic violence. By supporting Pet Refuge, we are helping to change and save lives. To learn more about this amazing organization, please visit petrefuge.org.nz.
If you do decide to transfer your British pension into a UK SIPP or NZ QROPS, you may gain access to your funds in a lump sum, if preferred or required, and do so in the most efficient manner possible. This could potentially help mitigate tax liabilities in both the UK and New Zealand.
Chances are, if you've worked in the UK for any length of time, you've accumulated at least one private or company pension. Our blog articles are a great resource for relevant information and news on this topic, so be sure to check them out.
GBPENSIONS LIMITED, TRADING AS GBPENSIONS, IS A FINANCIAL ADVICE PROVIDER (FAP) FINANCIAL SERVICE PROVIDERS REGISTER NUMBER: FSP692551. We want to emphasize that a UK pension transfer to a SIPP or NZ QROPS may not be relevant or appropriate in all instances. The decision to transfer or not is complex, and it's crucial to consider the benefits, risks, and disadvantages before determining if a UK pension transfer is suitable for you. We highly recommend that all clients seek independent financial and tax advice tailored to their individual circumstances.
At GBPensions, we are here to guide you through the process and ensure that you make the best decision for your future. Contact us today to get started on your pension transfer journey.
Photos
Location & Phone number
2B William Pickering Drive, Rosedale, Auckland, New Zealand
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We regularly refer clients to Tony and his team and they rave about the service they recieve, the timely and accurate advice but most of all the professional and courteous manner in which they are dealt with."
"I first contacted Tony at GB Pensions to advise me about the pension transfer process – what were my options, and the rules and regulations involved in moving a pension from the UK to NZ. It is highly controlled process, and it was great talking to someone so knowledgeable of both the UK and NZ regulations. Tony explained everything simply so that I could understand the complex procedure and make an informed decision. As a result, I engaged GB Pensions to transfer three of my UK pensions. It is not a quick process and throughout I felt supported. Tony and Nicola kept me informed every step, responding swifty to my questions, often having to take the time to re-explain, without ever making me feel stupid or a nuisance. When there was an issue with one of my UK pension providers making mistakes within their organisation, Tony chased and achieved a positive resolution. I would happily recommend others like me who have moved from the UK, and are looking to transfer their pensions to NZ to use GB Pensions. In a nutshell GB Pensions were friendly, knowledgeable, communicative and highly professional and got the job done. Thank you."
"I needed to transfer my pension quickly and GBPensions were amazing to work with, both Tony and Nicola supported me through the process and it was completed very quickly. I would highly recommend their services and I look forward to working with them in the future."
"A Big Thank You to GB Pensions Tony & Nicola. The whole process of bringing my UK Pension over to NZ was quick and straightforward. I would not hesitate in recommending them of their great service."
"Transferring pensions over from the UK is a complex and long process, not something you can do yourself and you need a company that is professional and diligent. GB Pensions were fantastic, Tony took the time to answer my many questions and gave me all the information I needed to understand what was needed. My Railways pension required a lot of extra work and an actual ream of paper in forms, plus Tony had to call them several times due to paperwork mix ups on their part. Thanks Tony & Nicola for all your hard work in getting my 2 pensions over to NZ. If you are looking for a company to help you with your pension transfer, GB Pensions is your best choice."
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