Simple, cost-effective UK pension and NZ superannuation advice and transfers

Are you a British ex-pat or returning Kiwi who wants to transfer your UK pension to New Zealand? Or, do you want to move your current NZ Superannuation to a new scheme? Whatever your needs, choosing a Pension or a Superannuation provider can be overwhelming. One thing’s for sure, the smallest difference in fees can have a huge impact on how much money you’ll have in the future.  That’s why SwitchSuper was created. It gives you access to well-diversified funds at a cost-effective price via a licensed financial adviser who can help you choose between one of three diversified fund options.

Why SwitchSuper?

Because superannuation should be super simple

Low fee structure

You’ll pay a one-off establishment fee of $295.00 NZD when you join the scheme. Our flat annual fee of 0.85% makes SwitchSuper one of the lowest costing superannuation options in the market. You may be charged by your licensed financial adviser in addition to the establishment fee and flat annual fee.

Diversified

Buy one fund and it will be diversified over 3,000 different investments across 23 countries giving your portfolio a global reach. The funds are 100% hedged to the NZ dollar so you’ll be protected from foreign currency fluctuations.

No nasties

Make an ethical investment choice. All funds exclude investments in nuclear weapons, tobacco, cluster munitions and landmines. The funds also exclude investments in fossil fuel extraction, other weapons, adult entertainment, alcohol and gambling.

Quick and easy to join

We know you’re looking for a great deal so we’ll make things super easy for you and check to ensure the move from your existing scheme will save you money! Simply complete our contact form with a few of your personal details and a SwitchSuper team member will get in touch to help you through the process.

The funds you choose from

If you don’t know which one to choose, an adviser will assist you in selecting the most suitable fund for you.

Conservative

This fund may be suitable for a cautious investor with a shorter time frame

Balanced

This fund may suit you if you have a medium or longer timeframe to invest.

Growth

This fund may suit you if you are further away from retirement or familiar with investing.

High Growth

This fund may be suitable if you are seeking higher, long-term growth, but can tolerate higher volatililty and risk.

If you are unsure what fund is right for you, take a look at Sorted website’s Investor kickstarter and find out what type of investor you are. This free service is powered by CFFC (Commission for Financial Capability), a government-funded, independent agency dedicated to helping New Zealanders get ahead financially.  But don’t worry, whatever your situation there will be a licensed financial adviser able to assist you along the way.

We can help you with

UK pension transfer services

If you’ve moved to New Zealand from the United Kingdom and wish to transfer your UK pension to New Zealand.

SwitchSuper is an option offered by Portfolio Superannuation Scheme, a Qualified Recognised Overseas Pension Scheme (QROPS), a status granted by Her Majesty’s Revenue and Customs (HMRC).

Superannuation transfer services

Have you transferred your UK pension to a NZ scheme? Or, do you have a current interest in a NZ Superannuation Scheme?

We’ll make sure our solution saves you money based on what we know of the NZ market place for QROPS and Superannuation schemes. We can help transfer your UK pension already in an NZ QROPS or your NZ based super scheme.

Superannuation advice and planning

If you’re unsure what to do with your Superannuation or UK pension, our team can help you make the best choice for you.

The SwitchSuper team powered by Saturn Invest can introduce you to a licensed adviser working with our scheme and assist you through the journey of taking control of your pension to make your retirement plans work for you.

Request a call back today.
Sometimes you just need to talk to someone.

 

Switch Super offer a free no obligation 15 minute phone or video consultation.

Request a call back today and have one-on-one conversation with one of our team.