UK Pension Transfer to New ZealandAlison Renfrew 
Certified Financial Planner
Alison Renfrew has a long record of providing financial advice to her clients. Alison is one of the most qualified and experienced financial planners in New Zealand.
After graduating from Victoria University with a B.Sc. in 1982 she joined an international financial services company in 1983. Alison sold mainly life insurance and investment products. She was the first woman in the company to qualify for the prestigious Blue Ribbon award in her first year and the first woman to qualify for the Silver Ribbon award. Alison sold her business and moved to the UK in 1989. She established a new client base in the UK in financial services. This was particularly challenging as the regulatory environment and people were quite different to those in New Zealand.
On returning to New Zealand Alison established her own financial planning company where she applied her overseas experience and knowledge. Creating Wealth Limited was established in 1994 and was re-branded in 2005 to LYFORD Asset Management Limited. LYFORDS markets the leading financial service companies range of products from investments, retirement savings and insurances (life, trauma, income protection, health).
Alison has qualified by examination to be a member of the New Zealand Institute of Chartered Insurance and Investment Advisers, 1998 and qualified by examination to be a Certified Financial Planner, 2001, and is entitled to use the distinctive titles and designations CLU - Chartered Life Underwriter and CFP - Certified Financial Planner, the pinnacle of professional attainment. Alison is the second person and first woman in New Zealand to hold both CLU and CFP and less than 1% of advisers in New Zealand hold both qualifications. Alison complies with the Continuing Education requirements of the Institute of Financial Advisers.
Alison works with her husband Dr Richard Renfrew, CFP in LYFORD Asset Management Limited and LYFORDS Limited. Richard is also one of the most qualified financial planners in New Zealand. They have three children Michael, Catherine and Richie.
Alison loves the thrill and challenge of being in business and helping others achieve financial independence and fulfil their financial goals. She is a trained opera singer, plays the piano, and enjoys travelling and skiing. Alison has served on the committees of the Wellington Underwater Club, Tararua Tramping Club, Scots College Parents Association (treasurer), and the Institute of Financial Advisers.
Alison is a member of the Institute of Financial Advisers (IFA) and is a Life Qualifying member of the Million Dollar Round Table (MDRT), a US based organisation. Qualification for the MDRT is restricted to the top 5% of financial service professionals from 74 nations and territories around the world.
Academic Achievements:
Bachelor of Science (Victoria University)
Diploma in Business Studies - Personal Financial Planning (Massey University)
New Zealand Diploma in Life Assurance
Chartered Life Underwriter (CLU)
Certified Financial Planner (CFP)
Alison is the second person and first woman in New Zealand to have qualified for CLU and CFP, the pinnacle of professional attainment in the financial services industry.
Alison is a sought after speaker on all aspects of finance and investment and she regularly speaks at corporate and public seminars. She has written numerous articles for newspapers and had her own weekly slot on local television. In 2008 Alison published her book Cover Your Breasts" a story on her journey through breast cancer, described by readers as "didn't know whether to laugh or cry".
Awards:
Alison Renfrew won the New Zealand Certified Financial Planner of the Year Award in 2004 , and was also a finalist in 2002 and 2003.
Winner of "Her Business Woman of the Year", 2004 - category "Most Inspirational Business Woman"
Alison is Managing Director of Lyford Asset Management Ltd which was a finalist for financialalert Advisory Practice of the Year Award in 2005.
Awarded the Fidelity Life Chairman's cup, 2007.
Memberships:
Member of the Institute of Financial Advisers (IFA)
Life and Qualifying member of Million Dollar Round Table (MDRT), Court of the Table qualifier 2005
New Zealand Institute of Directors
LYFORD Asset Management Limited
Level 3, Tourism & Travel House,
79 Boulcott Street
PO Box 11-249, Wellington
Phone: 0064 4 471 0664 Fax: 0064 4 471 0615
Web: www.LYFORDS.co.nz email: Click here to email us
Alison is committed to introducing a personal approach to investment and the management of one's money. Author of the book "Cover Your Breasts", 2008.
