Articles tagged with 'QROPS'
13 August 2018 - NZ Funds has launched a new pension transfer service with a difference: its nationwide UK pension transfer team are offering to do the transfer advice and processing free of charge, before passing the client back to their adviser to be advised within the context of their usual ongoing advice relationship.
28 September 2017 - Authorised financial advisers have until the end of this week to file their annual information returns – but there’s scepticism about what the exercise provides.
23 August 2017 - A financial adviser has been censured and ordered to operate under supervision for at least six months after being found to have breached the code of conduct.
10 March 2017 - New Zealand QROPS providers say they can work with a surprise change to the regime, revealed in Britain’s latest Budget.
8 February 2017 - Pension transfer provider Britannia has launched a new scheme, with lower fees and exposure to New Zealand assets.
11 January 2017 - Garrison Bridge, the superannuation scheme run by Ralph Stewart's Lifetime Asset Management group and Christchurch advisory firm First Capital Financial Services, is chasing QROPs business in Australia.
9 December 2016 - Garrison Bridge, the super fund associated with Ralph Stewart's Lifetime Group, received its QROPS registration last week.
2 November 2016 - British currency volatility is leading to a slowdown in interest in pension transfers to New Zealand, as the Government clears the way for providers to continue to operate under the Financial Markets Conduct Act.
8 September 2016 - Changes in the New Zealand pension transfer market have created an opportunity for the Retirement Income Group, its chief executive says.
30 August 2016 - Ralph Stewart's Retirement Income Group has exceeded expectations with its latest capital raising which should enable the company to reach break-even point in 2018.
23 August 2016 - IVCM, formerly Brooklands Pensions, is to reopen its original New Zealand PIE QROPS to new members with the inclusion of funds managed by Emirates NBD...
21 August 2016 - Ralph Stewart's latest capital raising for the Retirement Income Group is 70% subscribed.
The offer, which seeks to raise up to $2 million, is due...
16 August 2016 - Migrants looking for someone to help transfer their pensions to New Zealand are not necessarily in the market for a big-name provider or the cheapest fees, it has been argued.
11 July 2016 - The first mainstream provider is dipping its toes back into the QROPS market this month, with a product that will likely be cheaper than most of the other options currently available to British migrants.
28 June 2016 - Pension transfer advisers are expecting to have to reassure some British migrants about the impact of Brexit on their UK super savings.
9 June 2016 - New Zealand’s pension transfer industry is finding ways around rule changes that are making it more complicated for migrants to bring their savings to this country.
3 May 2016 - Authorised financial advisers who did not adequately advise people transferring their pensions to New Zealand of the possible tax implications may have been in breach of their Code of Conduct.
4 March 2016 - Migrants who have transferred British pensions into KiwiSaver funds are facing tax bills that run into tens of thousands of dollars but cannot access their super funds to pay them.
25 February 2016 - New rules are set to mean more changes for people transferring a pension to New Zealand.
25 January 2016 - Confusion in the pension transfer market is leading to a drop in demand, one provider says.
28 September 2015 - British migrants whose pensions are now trapped in KiwiSaver schemes are a roadblock for providers wanting to merge funds or acquire other schemes.
20 August 2015 - New British rules are stopping New Zealand QROPS pension transfers in their tracks.
29 June 2015 - People who have moved their UK pension to KiwiSaver schemes are now trapped in their current funds, following a decision from the UK tax department.
17 June 2015 - QROPS advisers in New Zealand say the British Government is likely to want New Zealand to change its KiwiSaver rules, rather than back down itself.
11 June 2015 - IRD says it expects to reach a resolution with its British counterpart soon, after KiwiSaver schemes were removed from its list of recognised overseas pension schemes.
12 May 2015 - IRD is in talks with its counterpart in Britain after moves that have meant New Zealand KiwiSaver schemes can no longer accept British pension transfers without penalty.
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