Q. In what circumstances can funds be released to members of New Zealand pension schemes?

A. Most New Zealand QROPS schemes allow the tax-free release of at least some of your savings under the following circumstances:

  • Attaining normal minimum retirement age (currently 55 years of age).
  • Serious illness or injury (medical evidence must be provided).
  • Death before retirement.
  • Transfer to another QROPS. 
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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. 

* Management and staff have completed over 20,000 pension transfers since 1996.


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