Here’s the latest news about pension schemes and how your plan may be affected.

 

 

Join us for Plastic Free July

Join us for Plastic Free July

The Britannia team have signed up for Plastic Free July which means that we’ve joined the #ChooseToRefuse global challenge, and we’d love you to join us. Quite a few of our team members are already doing a pretty ...


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Protect your retirement nest egg from a market crash

Protect your retirement nest egg from a market crash

If you’re nearing retirement, a sudden market crash could impact your life savings and therefore your retirement aspirations. And as you no longer work when you’re retired, you won’t have the opportunity to ride out ...


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An honest discussion about your retirement plan, quite frankly, pays off

An honest discussion about your retirement plan, quite frankly, pays off

The most recent addition to the Britannia family is Louise Parker, an experienced Authorised Financial Adviser who’s helping our existing clients plan their financial future. One thing that drew us to Louise is that she genuinely cares ...


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Saving you from KiwiSaver's pitfalls

Saving you from KiwiSaver's pitfalls

Just being in KiwiSaver doesn’t mean you can kick back and assume everything will be fine. There are lots of hidden factors to consider, so we’ve put together a list of KiwiSaver ‘watch outs’ which your Britannia adviser ...


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Financial Planning for Retirees

How to retire in style

Have you heard of the annual Retirement, Lifestyle & Travel Expo held each year in Auckland? It’s a popular event for lots of people, from retirees to caregivers, baby boomers and anyone who’s interested in living their best life after work. ...


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Financial Planning News

A fresh new Britannia

We’re all about helping our clients plan for a great retirement and we’ve kick-started 2019 with some exciting developments that will help us do just that. ...


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UK and NZ Pensions

The couple who lived too long

Asked why they needed money, the response from an Auckland couple was heart-breaking: “We didn’t expect to live this long.” ...


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From Britannia’s CEO Gavin Dixon

You may be aware that investment markets dropped in the final quarter of 2018, which ...


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Planning for Retirement

Moved from the UK? Four reasons why your pension should be moved here too | Britannia Financial Services Ltd

Are you originally from the UK and now living in New Zealand, and thinking it may be a permanent move? While you could continue receiving a pension from the UK, many expats are choosing to transfer their pension funds to New Zealand. Here are the key reasons why: LESS STRESS, MORE CONTROL ..


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Money Matters

Keeping steady on shaky ground (Members of the Britannia Retirement Scheme)

Since early October markets have become more volatile, with good and bad news battling it out. Investing for retirement means ...


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Money Matters

Keeping steady on shaky ground (Members of the Britannia Superannuation Scheme and the Britannia Superannuation Scheme 2012)

Since early October markets have become more volatile, with good and bad news battling it out. Investing for retirement means ...


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Money Matters

Giving loved ones the gift of a will

Just about everything in life is more fun than thinking about what happens when we die, or become incapable of making choices about ourselves and the things we own. ...


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Money Matters

Remember Emma? She’s loving the Kiwi lifestyle

Just over a year ago we introduced you to Emma Johnson, a UK migrant who moved to New Zealand immediately after winning flights in a Britannia competition. ...


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Finance News

Man enjoys $800k surprise | Britannia Financial Services Ltd

Billions transferred here in pension funds – but experts say there are risks as well. People are transferring billions of dollars to New Zealand from UK-based pension schemes – but most have no idea what their funds are worth. So says Alun Rees-Williams, director of Auckland-bas..


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Retirement News

"A bit of bother" nets $140,000 | Britannia Financial Services Ltd

Woman who thought she had $30,000 in her pension scheme ends up with $170,000. Donna Mathewson had 140,000 surprises after transferring her UK pension to New Zealand – all of them dollars. Mathewson (not her real name), now retired and living in Auckland, had lived and worked in Brita..


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Retirement Planning

How to avoid pension scams | Britannia Financial Services Ltd

Fraudsters target UK-based pension schemes with lure of high returns to transfer to NZ. Expat ‘Brits’ thinking about transferring their pension schemes to New Zealand are being urged to watch out for scammers looking to fleece a share of their nest eggs. Authorities both here..


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Retirement Income News

Brexit may affect pension schemes | Britannia Financial Services Ltd

Thousands of Britons & Kiwis’ investments may suffer if Brexit helps cause an economic downturn. One of the key elements in any kind of investment scheme is alertness – and around the world, millions of British expats are on high alert about Brexit. That applies to the ro..


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UK and NZ Pensions

The couple who lived too long | Britannia Financial Services Ltd

Running out of money in their retirement years forces some people into desperate measures. Asked why they needed money, the response from an Auckland couple was heart-breaking: “We didn’t expect to live this long.” For Beryl and Edgar Charles (not their real names), lif..


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UK Pension to NZ

The gap years you don't want | Britannia Financial Services Ltd

Young people take gap years for OE - but senior citizens face a "gap" of more difficult dimensions. Lisa and Oliver McDougall got a big fright when they peered over the edge of what they now call ‘The Gap Years’. The two residents of Auckland’s North Shore thought they ..


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UK & NZ Pension Comparisons

How many of us will work until death? | Britannia Financial Services Ltd

Nearly a quarter of all seniors are still in jobs – and the number is likely to rise. Record numbers of Kiwis are working beyond 65 and face an uncomfortable truth: they may have to keep working until the grave. Statistics New Zealand figures show 24 per cent of those 700,959 eligi..


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Worked to death?

The fallacy of downsizing | Britannia Financial Services Ltd

Many Kiwis need other ways to fund retirement apart from selling the family home. It’s supposed to be the comfortable cushion for baby boomers and many approaching retirement: sell the family home and downsize. But recent research shows that, for many people, downsizing may only..


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Financial Planning News

How Britannia can revolutionise your retirement

In the last issue of Money Matters we talked about the difference between how much money people need when they retire, and the amount provided by New Zealand Superannuation. ...


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Financial Planning News

Four simple tips for a rewarding retirement

The first rule of retirement income is ‘make sure you never run out of money.’ The second rule of retirement income is – you guessed it – ‘make sure you never run out of money.’ ...


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Financial Planning News

To work or not to work? Life beyond 65

According to new research, almost half of us plan to help fund our retirement by... not retiring! A survey of more than 2,000 people that was commissioned by BNZ found that more than 18% ...


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Money for Retirement

Investing in a moving market

February 2018 provided the first breathless financial headlines for the year ...


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Retire with your UK Pension

Bridging the gap

esearch published by Massey University in 2017* showed that a gap exists between what people want or, in many cases, simply need, ...


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Plan your Retirement

Tracey’s South Island travels

In this issue of Money Matters we’re delighted to introduce you to our Operations Manager ...


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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.

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