Super super
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Superannuation

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.

Why select Fidelity Super-Super Plan, Number 3?

You can choose:

  • to make both regular or lump-sum contributions
  • from a wide range of investment portfolios available
  • to spread your contributions across up to 4 of these portfolios.

You also have the option to hold money transferred from your UK pension scheme in:

  • UK pounds sterling by investing in the sterling investment portfolios
  • New Zealand dollars by investing in the New Zealand dollar investment portfolios.

Or you can choose to hold your transferred money in a combination of both sterling and New Zealand dollar portfolios.

Transferring UK pensions

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.

Fidelity Super-Super Plan Number 3 Product Disclosure Statement

Download the Fidelity Super-Super Plan, Number 3 Product Disclosure Statement and Application Form (178kB)

For a copy of the Fidelity Super-Super Plan, Number 3 Product Disclosure Statement, please contact Booster on 0800 336 338.

Questions?

If you have any queries or want to know more:

  • phone us on 0800 336 338
  • talk to your financial adviser, if you have one.