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.
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.
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.
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.
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.
This fund may be suitable for a cautious investor with a shorter time frame
This fund may suit you if you have a medium or longer timeframe to invest.
This fund may suit you if you are further away from retirement or familiar with investing.
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.
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).
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.
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.
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.