Have You Worked In The UK?

UK Pension Transfers to New Zealand

We have access to schemes that have UK tax approval from HMRC which is known as a (Qualifying) Recognised Overseas Pension Scheme or more commonly (Q)ROPS.

Hamilton Hindin Greene arranges the ROPS via a New Zealand Superannuation Scheme. Underneath this umbrella of the ROPS, you have the ability to hold multiple currencies, direct shares and fixed interest investments across the major markets including the US, UK, Australia and of course New Zealand. This tailor-made service includes regular client meetings and reviews, as well as ongoing valuation and transaction reporting.

Within Hamilton Hindin Greene we have an Investment Committee which provides asset allocation models and guidelines to security selection. The committee mandate is the foundation for structuring an investment portfolio. The recommendations we provide are supported by research notes from our independent research house, Morningstar.

Usually UK pensions are transferred in £'s which can remain in your sterling cash account until you decide to change into NZ$'s or other currencies. There is no time frame when you have to do this and we can employ various strategies such as exchanging a percentage of your fund at regular intervals or investing some of your fund in £ denominated investments. This service is very similar to the UK Self Invested Personal Plan or SIPPs as they are more commonly known. However, as everyone has different requirements it is important to tailor an investment strategy that suits your requirements.

We will discuss, with you, your investment requirements and put together an initial portfolio which we then revisit once the funds arrive in your QROPS account. We believe it is important that you are fully involved in how your pension funds are invested. 

Jeremy Simpson

Investment Advisor | BA. GradDipBus (PFP) |

Telephone: (03) 353-0792

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David Hayes

Director / Investment Advisor

Telephone: (03) 353-0793

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You are in safe hands with Jeremy Simpson, as are hundreds of University staff. Brian, Dunedin