HOME   |  FINANCIAL SERVICES  |   FAQ   |  ABOUT US  |   CONTACT US
Get Free Advice
 

$1,000,000 pension to transfer?  We'll transfer it for you with NO upfront fees. 
You can't beat better than 'free' can you?

 

How?  Investment advisers charge on-going service fees.  That's where our income will come from.
Why? We want to encourage those with larger pensions to transfer with Lyfords.
Conditional offer. 
We hope you will enjoy Lyfords as your investment advisers.  We'll be doing a lot of initial work for free and will need to recover our costs over the next few years.  If you are not happy with the QROPS we recommend for you we will switch you into another one without charging additional fees.  In the unlikely event that you're still not happy you could move to another investment advisory firm.  If you choose to move on within the first 30 months of transferring your funds with Lyfords we'll charge you our usual fees that apply to transfers of $1,000,000. 

Everybody wins.



 

 Get free advice

Organise your pension transfer now to avoid
paying more tax than you need to
 

Each year that you defer means there'll be more tax to pay when you do decide to transfer.

 

NO TAX TO PAY
When you transfer in the first four years

Note: pensions can take from 3-12 months to transfer
 don't delay - act now.

What is a transitional resident?

 
p1
p2
 

NO OBLIGATION PENSION TRANSFER ADVICE

Transferring your pension can be a difficult process. We remove much of the rigmarole of transferring your pension from the United Kingdom to New Zealand. We explain how the transfer process works, what to look out for and expect when transferring your pension to a New Zealand QROPS.

  • Listed QROPS Transfers, Impartial Award Winning Financial Advice
  • Obligation Free Advice and no Upfront Fees

PERSONAL SERVICE, NO COMPLICATED NONSENSE

We personally keep you informed all the way throughout your transfer, explaining each step of the way so that you know exactly what is happening with your pension. You can have peace of mind knowing a registered, award winning financial adviser is looking after your transfer.
 
p2

Memberships & Associations


f1f2
f3f4

GET FREE NO OBLIGATION PENSION ADVICE

A free consultation from our friendly, experienced advisers is the first step in moving your pension to New Zealand.
 
Get Free Advice
 
or call

0800 459 3673

p4

WHAT OUR CLIENTS SAY

 "I was very impressed with your services and your proposal was without a doubt the most transparent and comprehensive one I received."
T Buettner, Auckland.

Read More Testimonials

TRANSFER YOUR PENSION WITH AN EXPERT

Alison Renfrew is an Authorised Financial Adviser (AFA) and a Certified Financial Planner (CFP).  She has been providing financial advice to Kiwis for 34 years and knows her stuff.
"We don’t just transfer your pension and move on to the ‘next deal’ we also provide advice on where to invest your other investments and your regular savings. Lyfords is based in Wellington. We have clients throughout New Zealand from the deep South in Te Anau to Whitianga in the tropical North."
Read more>>
 
p5
p5

Transfer Your Pension Now! 
Every year (after your first four 'free' years) that you defer this
decision your tax liability will increase.

 
btn get advice
 
p5

Steps to take when planning for your
pension fund transfer

Learn more
Post Pension Transfer Investment Services

Post Pension Transfer Investment Services

The benefits of using an award winning financial advisor to transfer your pension from the UK to New Zealand are many, not the least of which is the advice and help for investing your pension after it has been transferred to New Zealand.

Read More
 
p8

Latest Law Changes & Their Effect On Your Pension

Pension Laws are constantly changing. It is important to transfer sooner rather than later before more law changes come into effect.

You cannot make a decision to transfer your pension until you know your options.  Seeking advice from an impartial investment adviser at Lyfords will help you with your decision.

Read More
 
Tax Traps when transferring pension

Avoid Taxation Traps When Transferring Your Pension

When transferring your pension it is crucial to be aware of the "tax traps" that can cost you thousands of dollars. Using us to transfer your pension means you can rest assured that you can access as much of your money as possible.

Read More

ABOUT US

Lyfords is an investment management & financial services company managed and run by Alison & Richard Renfrew. The company values individual treatment, experienced advice and has a strong code of ethics across all of its services from financial advice through to retirement planning & pension transfers.

Learn More
 

CONTACT US

0800 4 LYFORDS
0800 459 367
Lyfords UK Pension Transfer
174 Hutt Road, Petone
Lower Hutt 5012
 
Disclaimer:  

A Primary Disclosure Statement is available on request and free of charge,  phone 04 471 0662, or email us to request a copy.

We are Authorised Financial Advisers.  No advice should be taken from this web site either directly or indirectly. We can provide specific advice on your situation when you appoint us as your NZ Financial Adviser.

We are not tax specialists – we can refer you to an independent tax adviser/accountant who is experienced in the specialised area of UK pension transfers.