BritanniaFinancial

About

Britannia Financial was founded to offer professional UK pension transfer services to migrants and New Zealand nationals returning from overseas.

Story

Britannia Financial was founded with the aim of offering professional UK pension transfer services to migrants and New Zealand nationals returning from overseas. We continue to build our service offering with full financial investment advice and support. Our pension transfer services are mainly used by persons arriving from the UK, but we can also assist settlers from other countries including those from the European Union.

As a specialist pension transfer company we understand all relevant legislation and regulations. We are not an agent of an insurance company. Our services are used by a number of other financial service and professional service (solicitors and accountants) organisations to complete transfers on behalf of their clients.

We are New Zealand’s pension transfer industry leader and upwards of 5000 individuals have trusted us to successfully transfer their pension. We have many clients who trust us to manage an investor fund pool of $550 million.

We work only for our clients—period. Our promise is to offer them the clearest thinking around their options and the most effective way for them to successfully transfer and invest (if they so wish) their UK pension to help secure their financial future.

If you’re looking to transfer a UK pension to New Zealand, please contact Britannia Financial for the best advice on 0800 857 367 or via britanniaonline.com

Britannia Authorised Financial Adviser Disclosure Statements are available on request and free of charge.

A Product Disclosure Statement for the Britannia Retirement Scheme is available from Britannia Financial Services Limited on request and free of charge at Britanniaonline.com