Testimonials

Testimonials

What our clients say about us

 

Many thanks for yours and your team's hard work on my behalf. I've found the process extremely straight forward and simple. Much appreciated!!

                                                                                                                                        Hannah, January 2017

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Just wanted to say a big thank you for sorting my uk pension out for me. It is a big load of my mind!

                                                                                                                           Kim, September 2016

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Thank you very much for your help in sorting my UK pension transfer.  The service and support that you and your team have provided to me during the whole process has been excellent :-)

                                                                                                                                 Dee, September 2016

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I’d happily recommend you to anyone who is in the same boat as me.  Your service was fantastic!  Thank you for making the process so easy  :)

                                                                                                                                               Paul, August 2016

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Carol and her team are experts in what they do and I would highly recommend UK Pension Transfers to anyone looking to bring their retirement funds across.  It was a fuss free process, handled very efficiently and I received clear, straightforward advice about my options.  Carol is up to speed with the latest developments and superb to deal with.  Queries are responded to quickly, paperwork is dispatched efficiently and the whole service is just second to none.  I can’t recommend this service highly enough to anyone looking for a pension transfer expert.

Sarah, November 2015

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Your professionalism and communication whilst you have been working to get our pensions over the NZ has been fantastic. We would definitely a recommend you and would certainly consider working with you again. Thank you for all your hard work!

Pam & Chris, November 2015

Carol has been brilliant so far, glad I have got round to transferring my pensions now as the longer I would have left it the more I would be getting taxed. She is English too, great communication and keeps in touch with what’s happening, should have done it ages ago as have been here 11 years.

Katrina Collins, June 2015

Thanks Carol. 

Great to have this done. It was very efficient and seamless process so thanks again. 

                                                                                                                             Matt McDonnell. Feb 2015

"Thank you Carol and to your incredible team, you've made the whole process so easy and stress free, even the endless form filling, will definitely be recommending you"

Nicky Busst. September 2014

After meeting with 3 or 4 different Financial advisors in New Zealand and not receiving very good advice, I happened to come across the team at UK Pensions Transfers Ltd.

I would wholeheartedly recommend Carol and the team as they listened to my requirements carefully, thoughtfully and the advice given to me was of the highest quality.

I found the service very responsive and my situation was dealt with in a very professional manner, I have already recommended UK Pension Transfers to members of my Family and friends who have migrated to New Zealand.

Jon Wilson. June 2014

Having reached my late 50's I decided it was about time to do something about my "frozen" pensions back in the UK.
After some web searching I decided on UK Pension Transfers Ltd and from the word "go" I have found Carol Garrett excellent to deal with.

Carol had all the paperwork sorted very quickly and contacted the pension funds in the UK. Any delays were not due to Carol, but to "snail pace" work at the UK end combined with changes in UK legislation. However, Carol kept me fully informed by both e-mail and several phone calls, to tell me what was going on and to explain my options.
The whole process took only just over a year, even allowing for the UK delays, and the funds are now safely invested in New Zealand pension funds.

I would thoroughly recommend Carol Garrett and UK Pensions Transfer Ltd to any ex-pats who have frozen pensions in the UK still. My only regret is that I didn't do the whole thing earlier, when the exchange rate was more favourable.

Chris London. February 2013

If you are considering moving your UK pension to New Zealand, think seriously before attempting this yourself, get the professionals to do it for you.

I can thoroughly recommend UK Pension Transfers Ltd.

All advice I have received is at a level I can understand easily, and all emails and letters are quickly responded too and I have always been kept up to date with the progress of my pension transfers. Even after my pension transfer, UK Pension Transfers are still available to answer any queries. Don't leave your pension transfer to chance, use UK Pension Transfers Ltd as they have an excellent knowledge of all the UK rules for transferring your pension.

Paula Hey. July 2012

After significant research, I engaged the services of Carol Garrett to facilitate transfer of UK pensions for myself (returning Kiwi) and my partner (Welsh Brit.) to NZ.

I have no regrets. My assessment of Carol prior to engagement was that she was personable, practiced, and professional. My experience of Carol during and post- transfer confirmed my earlier assessment - in spades.

The whole experience was 'easy' and my partner and I were both more than happy with the result.

When it comes to transferring pensions, we would have no hesitation in recommending Carol to anyone in a similar situation to ourselves.

John Robson. July 2011

I have been impressed by your work regarding the expediency and efficiency of the process.

Simon Bainbridge, Auckland. May 2011

Hi Carol, great stuff - shame its .47 but hey, could be worst and could be 50p to a dollar!

Thanks for all your help - I look forward to retiring richer with your help.

Mark Beavis New Zealand Sales Manager. April 2011

I would like to thank Carol and all the team at UK Pension Transfers for all the hard work they have done in transferring my occupational pension and free standing AVC from the UK to New Zealand.

I was kept informed through out the process from start to finish and Carol was always available to answer my questions or any concerns I had.

I picked UK Pension Transfers after researching a number of pension transfer companies and have been impressed by their knowledge, professionalism and approach to customer interaction.

Carol also negotiated a great deal on fees and early withdrawal penalties from my new fund in New Zealand and this has enabled me to carry out all the work I want to do on my new home as well as planning a great holiday!

I would certainly recommend that anyone who wishes to transfer a pension from the UK consider UK Pension Transfers as you will not be disappointed by Carol and her team.

Dr Rebecca J Taylor. December 2010

Hi Carol,

Thank you for all your help & making this process so simple!
My husband also has a policy - can you send him the necessary forms to sign so you can process his return

Thanks again

Rochelle Fern. November 2010

Thanks for all your work Carol, You made this process very smooth.

Chris Scott. August 2010

I would like to thank you for the excellent work you did in the presentation of Assessment Two of the Investment Advice paper. Your clear thinking is obvious, and your investment plan was well thought out and accurate. As we discussed by phone, and you were happy with, Adviserlink is using your investment plan as a basis of a marking guide. Thank you, and all the very best for the remainder of your studies.

Stan Yee, Adviserlink Assessor & Course Facilitator. July 2010

If you a daunted by the thought of organising your UK pension transfer, don't be!

We had delayed transferring our pensions from the UK to New Zealand for quite a few years because we were completely overwhelmed by the whole process. However when we found Carol, who has a wealth of knowledge and experience, it really could not have been easier. The whole procedure was very smooth and straightforward. We have loved the personal attention we received from Carol and Sue and that nothing is too much trouble' attitude.

Carol is proactive in keeping her clients informed of economic and investment issues and always on hand to answer questions and concerns.

We have no hesitation in recommending UK Pension Transfers.

Ron & Val Winter. March 2010

I am writing to thank you for the very professional way in which you have dealt with the transfer of my UK pension funds to New Zealand.

It was with trepidation that I made my first enquiry! However, you have inspired confidence since the first phone call and have never failed to live up to the expectations you created at that time.
I have no hesitation whatsoever in saying to other potential clients that the phone call I made to you in October 2008 (following a referral I received from another of your clients) was one of the most fruitful phone calls I have ever made.

You have handled everything very smoothly and professionally and I am very pleased with the outcome.

Why anyone who intends to stay as a bona-fide resident in New Zealand would not transfer a UK pension to New Zealand is a mystery to me.

I don't often write letters of recommendation but in this case it's a pleasure!

Thanks for the personal touch that makes your service so special!

Steve Chamberlain

Carol Garrett successfully transferred my UK pension without a single hitch in 2004. She has also been advising me regarding other insurances, and recommended I take out income protection. I recently had an accident that prevented me from working. I was not going to do anything about it until Carol prompted me to make a claim which has been successful. It has taken away the stress of wondering how I was going to pay my mortgage and the usual household bills. I'd just like to thank Carol making me take out the income protection insurance and for encouraging me to claim - after all, I was entitled to it and had paid the premiums for it. Thanks for kicking me in the right direction!

Russell Ward (Foxton)

Many thanks Carol.

The transfer across of my wife and I's pension by your company was very efficient and relatively pain-free! Thanks for making the whole process so simple for us to follow.

I will make sure to recommend your services to other pommie friends of ours thinking of moving their pensions over to NZ also!

Ken Waller

I wanted to say a big thank you for all your emails and letters of late - it is obvious to me that you've been working very very hard for me!!

It would appear that out of the 3 pensions from the UK we have now successfully received funds from England from the two largest funds leaving just one more.

That's great news. I've filed everything away safe and sound.

I do appreciate your help!

Pete Barton

The decision about whether to bring one's pension over to New Zealand is the second most important decision for an emigrant to make. The first is who you can trust to carry this out for you; who will give you the best advice, who will answer all of your questions quickly, accurately and honestly and who can you trust to do all of this professionally, efficiently and competently - guys, there's loads of sharks out there - believe me.

Before I took the plunge I did my research. I was a police detective with twenty years in and there was no way I was going to make the wrong decision.

After careful research I picked on Carol Garrett. The truth is that I have never looked back.

Carol has provided a service second to none. She has kept me informed every step of the way. She has gone every step of every extra mile to help with this huge life changing decision in such a way that I have no hesitation whatsoever in recommending her to any that follow in my footsteps. Even when it appeared as though my 'provider' was going to lose me a considerable amount of my pension by delaying sending the money over, Carol was able to win the day - which incidentally paid for her services several times over.

Please feel free to contact me for any other information but what you will hear is that if you want unbiased, honest, robust and straight down the line service, advice and information, in my opinion you can do no better than to choose Carol to handle this matter for you.

Charles Cadwallader

Thanks so much for coming over and explaining the system of bringing our UK pensions to New Zealand. You actually explained the process very clearly and thoroughly, and for the first time I understood the way that it works. Thanks also for putting us in touch with a really useful team of people that have been able to help us with our UK money transfers and mortgages.

Scott and Tracey Bowman

 
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