When you're building a retirement savings plan, a superannuation scheme can be a good way to help you meet your goals.
At Booster we offer the Fidelity Super-Super Plan, Number 3, which is a superannuation scheme and a Recognised Overseas Pension Scheme (ROPS).
A ROPS is a non-UK domiciled superannuation scheme approved by Her Majesty’s Revenue and Customs (HMRC) that is eligible to receive a transfer of retirement savings from a UK pension scheme.
You can choose:
You also have the option to hold money transferred from your UK pension scheme in:
Or you can choose to hold your transferred money in a combination of both sterling and New Zealand dollar portfolios.
Transferring your UK pension scheme money is an important decision. You should seek financial advice and tax advice from a professional who is experienced in UK pension transfers to determine if transferring your UK pension is right for you.
At Booster we work with financial advisers across New Zealand who have years of experience assisting with UK pension transfers.
For a copy of either or both Product Disclosure Statements for the Fidelity Super-Super Plan, Number 3, please contact Booster on 0800 336 338.
If you have any queries or want to know more: