UK Pension Transfers to New Zealand in 2026: New Rules, New Opportunities, and New Risks For thousands of British expats and returning New Zealanders, transferring a UK pension to New Zealand remains one of the most important financial decisions they will make....
For full detailed commentary, charts, and data available click on the link: 2026.Q1 Economic Commentary While the last several years have seen many international share markets delivering strong double-digit investment returns, the first three months of 2026 saw most...
For full detailed commentary, charts, and data available click on the link: 2025.Q4 Economic Commentary As we close out 2025, global markets showed remarkable resilience despite significant headwinds including trade policy uncertainty, tariff impacts, moderating...
QROPS scheme provider can pay the transfer tax liability If you are transferring a UK Pension and you are a New Zealander returning home after a decade or a new migrant then you are exempt the transfer tax for the first 48 months. This applies to defined benefit and...
A Very Strong Quarter for Markets The third quarter delivered excellent news for most diversified investors. International share markets posted very strong gains, many reaching fresh all-time highs. Bond markets also made positive contributions, and the combination...
For British nationals residing in New Zealand, the decision to transfer a UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS) warrants careful evaluation. Current market conditions, including exchange rates and investment performance, may present a...
The minimum age for withdrawing funds from a Qualifying Recognised Overseas Pension Scheme (QROPS) is governed by UK rules set by HMRC and aligns with the UK’s Normal Minimum Pension Age (NMPA). Here’s a summary of the current status and upcoming changes...
Market reaction to new Trump tariffs On April 2, U.S. President Donald Trump announced a sweeping set of international tariffs: a universal 10% tariff effective April 5, and additional country-specific tariffs affecting roughly 60 nations from April 9. Markets...
Pessimism can be positive While it may seem counterintuitive, investors should take some comfort from the recent spike in uncertainty. Three professors from Stanford and Northwestern universities have developed an objective method to measure economic uncertainty,...
Investors who had transferred their UK Pensions into the Kiwi Wealth Super Scheme have been advised this week that the scheme is closed to new members from 4 October and will wind-up effective 31 December 2023. Fisher Funds which now owns the Kiwi Wealth funds stated...
