When investing for retirement, there’s a lot to consider and no margin for error, making sound advice and planning all the more crucial.

Fortunately, our management and staff have over twenty years’ experience, and a proven track record in financial services and retirement planning – so whatever stage you’re at on your retirement planning journey, we have a wealth of knowledge to share with you.

 

Free UK Pension Transfer Assessment
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UK Pension Transfers

We're proud to be one of New Zealand's most experienced UK pension transfer providers.

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Lifetime Income Fund

Combining investment with insurance to give you a retirement income for life.

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Financial Planning

Sound financial planning built on a foundation of experience and expertise.

Britannia made it so easy and were so thorough, professional and honest, it was easy to let them guide me through it.

- DIANNE MILLAR, AUCKLAND
Free Home Assessment

Free UK Pension Transfer Assessment

Our management and staff have over 20 years' experience with over 500 different UK pension providers. During this time we have completed over 20,000 pension transfers.

So, get in touch with one of our team. It costs you nothing to benefit from our free assessment and advice.

Should you move your UK pension to NZ?

Discover how we can help you.

Our pain free process and how it works for you.

Our management and staff are experienced

20+

Years’ experience
in the NZ/UK pension market

20k+

Pension transfers
completed since 1996

$500m+

Britannia Group
funds under management

500+

UK pension schemes
- we know all the ins and outs

Retirement Planning

Retirement planning starts long before you retire, so it’s important to make decisions that reflect your life stage and individual circumstances.

Financial Planning

There’s no one-size-fits-all approach to financial planning. We consider the unique needs and goals of every client. 

Britannia made a complex process feel both simple and stress-free.

- DAVID WILLIAMS, AUCKLAND

Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. The Product Disclosure Statement for the Britannia Retirement Scheme is available from Britannia Financial Services Limited here.

Need help in securing your financial future?
Call us 0800 28 28 33