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NZ Funds grows its UK pension transfer team

NZ Funds has recently added further UK pension expertise to its Private Wealth team to help with the large volume of UK pension transfers.

Saturday, December 21st 2019, 11:13AM

Steve Noble has joined the firm's quickly expanding UK pension team. Noble recently moved to New Zealand from the UK where he worked for St James’s Place Wealth Management focusing on holistic wealth management, including UK pensions. It was also where he completed his Diploma
in Regulated Financial Planning (DipPFS) enabling him to engage with clients to understand their financial objectives and help develop solutions that were fit for purpose.

Since its launch in 2017, our UK Pension Transfer Service has been a great success and over the last couple of years we have had to add further capacity to handle the increasing number of UK pension transfers we are receiving” NZ Funds’ Chief Client Officer, Stephan Clark, said.

“I’m thrilled to have joined such an innovative Kiwi firm and to be working with a team of such a highly skilled investment professionals. My previous experience in the UK will enable me to provide the type of assistance our clients are looking for when they decide to transfer their UK pension to New Zealand, making the process as smooth and trouble-free as possible” says Steve.

Tags: NZ Funds UK Pension Transfers

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