If you’re planning or are in the process of migrating to New Zealand or, if you’re a Kiwi returning from having worked in the UK, we can help with the myriad of issues relating to the transfer of UK Pensions and investments.
Richard Harden is our UK Pension specialist. Originally from the UK, Richard has a real appreciation of the issues that people face when migrating to New Zealand or for Kiwi’s returning home. He trained and practiced in the UK before migrating to New Zealand setting up business as an investment adviser here in Nelson in 1999. While based in Nelson, Richard deals with clients all around New Zealand.
Richard will advise you on the pros and cons relating to your UK Pension Transfer as he has in-depth knowledge of both the UK pension and NZ superannuation scheme systems. This includes a suitability report and considerations around tax issues. Richard works closely with other professionals such as tax advisers to make sure clients get the appropriate advice.
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If you’d like to organise a meeting please call 03 548 9000 or complete our online form and we’ll call you to arrange a time.
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