Services

Pension Transfers

As pensions transfer specialists, we can help you to avoid harsh tax penalties and benefit from a fair exchange rate and competitive fees.

Ease. We can help you make informed decisions and eliminate lengthy delays in the transfer process. We work on your behalf, saving you the stress of dealing with complex regulatory and authority processes

Assurance. Sterling offers you a full understanding of transferral of overseas pensions to New Zealand. We aim to make your pension transfer fast, safe and affordable.

Experience. John Atkinson is an Authorised Financial Adviser (AFA) with over 20 years experience in the UK and NZ finance industries.

As competitively-priced pensions transfer specialists, we can migrate your UK pension, avoiding harsh tax penalties, and benefiting from a fair exchange rate.

Sterling can also help you to protect, track and control your retirement investments into the future. Deal with someone who understands your situation

All UK Pension Transfers must be deposited in a Qualifying Recognised Overseas Pension Scheme (QROPS).

Retirement Planning

Even if it seems a long way off, it pays to plan for your retirement as early as possible. Many retired New Zealanders get their income from two main sources - NZ Super, and their own savings. However it is estimated that around 40% of New Zealanders over the age of 65 rely on NZ Super alone.

Ensuring that you have a savings plan for your retirement ensures that you can afford to maintain your current lifestyle.

If you'd like to know more about saving for retirement, and the benefits it can bring to you, contact Sterling Pensions using the details at the bottom of the page.

Additional Services

While our speciality is in UK pension transfers and retirement planning services, we can also provide you with a range of other services: 

• Life Cover
• Trauma Cover
• Income Protection
• Health / Disability Cover
• Total Permanent Disability Cover
• KiwiSaver

We are not tied or aligned to any one company as we aim to select the most appropriate provider to suit the best needs of our clients.

Contact us today to find out more about how we can help you.