All current members can track the performance of their retirement fund, and stay up-to-date with the range of financial planning services Britannia offer.

 

Britannia Retirement Scheme
(OPENED TO NEW MEMBERS DECEMBER 2016)

If you are a member of the Britannia Retirement Scheme and would like more information please select the appropriate link:

Log in to check your investment portfolio and details.
Product Disclosure Statement
Read latest Fund Updates
Companies Office Disclosure Register



Britannia Superannuation Schemes

If you joined a Britannia Scheme before 1 December 2016 then you will be a member of either the Britannia Superannuation Scheme 2012 or the Britannia Superannuation Scheme.

For more information about these Schemes please select the appropriate link:

Log in to check your investment portfolio and details.
Britannia Superannuation Scheme 2012
Britannia Superannuation Scheme
Read Fund Updates for these Schemes
Financial Stability

Retirement Planning

When planning for retirement you have a range of options, and the stage you are at in life will help determine the best way forward. We get to know where you’re at, and where you’d like to be, when crafting your personal plan.

UK to NZ Pension

Financial Planning

Britannia is about more than just pension transfers. Our team of Authorised Financial Advisers can provide advice on investments, insurance, mortgages, and help you create an overall financial plan.

Trust Britannia

$100 Referral Bonus

If you’re impressed by our services and recommend a friend, we’ll say thanks by giving you a $100 successful referral bonus, if they end up transferring their UK pension with us.

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.

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