Britannia has grown from a niche company offering professional pension transfers from the UK to New Zealand, way back in 1996, to the diverse financial services provider it is today.

The growth has come on the back of the trusting relationships we’ve developed with our many happy clients over the years, we now consider ourselves one of New Zealand’s most trusted financial services companies.

Britannia Financial

Pension Transfers

You only get one chance at planning for retirement, so you need to get it right. We’ve been in the retirement planning business longer than most, and our track record shows we know how to do just that.

I’m proud to say that Britannia were the first to offer UK pension transfers to New Zealand. The company, as it’s known today, came to be in the mid-nineties when a valued client needed help transferring his UK pension. This was unusual at the time and we consequently found the process to be unnecessarily time consuming. It turned out there were a lot of people needing the same service, so we formed Britannia to focus on doing UK pension transfers the right way.

Since then we’ve grown to become experts in retirement planning and other financial services. The team we’ve built over that time is large enough to satisfy our client’s needs, but small enough to be called a family, which really helps us provide reliable long term service to all our clients.

Like I said, you only get one chance at planning for retirement, and with Britannia you have an expert partner that will be with you for life.”

Alun Rees-Williams

We’re familiar with many UK pension schemes, having made transfers from around 500 UK schemes

Britannia knows the UK pensions market extremely well. This is how we can make your transfer so easy. We’ve been through the complex process many times to make your pension transfer process easier.

Well-established network of specialists and Authorised Financial Advisers

Britannia’s head office is based on Auckland’s North Shore. We employ our own in-house transfer staff so you always deal directly with someone who can help or the person who is handling your case.

We offer a nationwide service via personal visits or step-by-step guidance via toll-free telephone calls.

Britannia has representatives in:

  • Auckland - servicing clients in Whangarei, Hamilton and Tauranga
  • Whanganui - servicing clients in Bay of Plenty, Palmerston North, New Plymouth, Central North Island and Hawkes Bay
  • Wellington
  • Christchurch - servicing clients in Timaru, Blenheim, Nelson and the West Coast
  • Dunedin - servicing clients in Oamaru, Gore, Invercargill and Central Otago.

Our service continues after the transfer with information to help you ensure your decisions remain appropriate for your ongoing financial needs

After your transfer(s) we will send you important information designed to update you on your investments and to help you decide whether your situation has changed such that you need to re-consider your options and contact your Britannia adviser.

Britannia Financial

Senior Team

Our Senior Team are all finance professionals with a proven history and track record in financial services. Each has their own distinct set of skills that compliments the overall value of the greater team. But while skill sets differ from person to person, integrity and trustworthiness are shared by all.

Britannia Authorised Financial Advisers

Britannia Authorised Financial Advisers

Our team are New Zealand qualified Authorised Financial Advisers, and are trusted advisers experienced in everything you may need to consider, from insurance to KiwiSaver, investing and estate planning. We're ready to help you secure your financial future by making the most of what you have through sound, experienced planning.

How Pension Transfers work

Britannia’s Adviser Representatives

In addition to the Britannia Financial Planning team who are based in Auckland, we also have a network of trusted and experienced advisers who represent Britannia throughout New Zealand. Britannia advisers are highly experienced, but also friendly and attentive people - because our reputation depends on them.

UK to New Zealand

Specialist Partners

If you need robust, specific advice on UK pensions or transferring them to NZ, Mark is your guy. Or if you need international taxation advice, Mathew is an expert at minimising taxation on retirement funds being transferred out of the UK as well as other tax advice relevant to immigration.

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