In part two of our personal finance series hosted by Halo Financial, who are joined by Tony Chamberlain of GBPensions, who will help to understand UK pensions and support us to make the best possible decisions when planning for our futures.

For many of us, plans of returning home to New Zealand are in motion, set firmly in our sights or have been considered for the future. So then too should be our UK pension schemes.

Understandably, working through future retirement plans can be difficult and confusing. This confusion only doubles when considering the possible tax implications and logistics of moving pension funds between NZ and the UK.

Whilst these decisions can be challenging, the choices you make can have a significant impact on your financial position later in life and it’s valuable to consider options early on.

So, what exactly is there to consider when returning to New Zealand?

GBPensions is possibly the only pension transfer specialist firm in New Zealand to offer their clients three distinct options:

• Simply, leave the pension where it is
• Move funds into a SIPP (Self-Invested Personal Pension)
• Transfer it to a NZ QROPS (Qualifying Recognised Overseas Pension Scheme)

Tony will demystify the jargon, explain the key benefits and disadvantages of each option and will ensure we have all the necessary information to make informed decisions when it comes to pension and retirement choices.

This Member Masterclass in the second in a three-part personal finance series hosted by Halo Financial. Part 3 on Wednesday 3 February 2021 will cover purchasing and selling property in the UK.

About GBPensions

Originally from Harlow in Essex, Tony Chamberlain has worked in the financial services industry for more than 30 years, including in the UK for the likes of Prudential, HBOS and Pearl Assurance. Since shortly after moving with his family to New Zealand in 2005, Tony has been focused on helping British expats and returning Kiwis make informed decisions about their UK company and/or private pension schemes.

Tony’s years of experience in NZ and the UK are endorsed by the appropriate industry accreditations in both countries. Indeed he is one of only a handful of authorised financial advisers in NZ to hold both Certified Financial Planner and Chartered Life Underwriter certification, as well as the Financial Planning Certificate (CertPFS) from the Chartered Insurance Institute (UK).

You can find additional information about Tony and the GBPensions team on their website here.

About Halo Financial

Geraldine Collett was a founding member of NZBWN who contributed at inception to our network working with our Founder Bronwen Horton at ANZ London when the idea of the Network was developed and launched. With a passion for building collaborative, long-lasting relationships, Geraldine has built a wide network over the years and worked mostly within the Financial Services space specialising in the Migration, Expat and Relocation sector. She joined Halo Financial officially in May 2019.

You can read more about Halo Financial on their website, LinkedIn or Facebook.

Pricing Update:

A reminder of our Pricing Update for 2021 which is reflected in the ticket options available for this event.

During 2020, we charged a small fee that would allow you to attend an unlimited number of Member Masterclasses.

Following their continued success and much to our surprise, the Masterclasses are continuing into 2021, and we need to make sure they are sustainable and high quality. We will be charging a new, one-off fee for the first half of 2021 which means we can continue to deliver the events you want.

Purchase an unlimited Member Masterclass pass for £5.98 and attend as many Masterclasses you wish January - June 2021.

If you are not attending the ‘Unlock tools to manage change' Masterclass on 6 January, you will need to pay the one-off unlimited Member Masterclass fee (£5.98) when registering for this event.

NZBWN Member Masterclass Series:

New Zealand Business Women's Network based in London aims to connect and support Kiwi women.

Through this Member Masterclass series of events, members will be sharing their expertise and tips to fellow members.

To learn more and join this wonderful network, see: nzwomen.co.uk