Transfer Process
The transfer of a UK pension scheme is a complex issue and it is important to seek professional financial advice. Your Adviser will manage the transfer process for you, will provide you with all the required documentation, liaise with Garrison Bridge as well as your previous scheme, and keep you updated on how your transfer is progressing. Below is an example of how the QROPS transfer process works.
Advice |
Advice on Garrison Bridge and QROPS transfer |
Authority |
Complete an Authority form to request transfer documents from pension provider |
Application |
Complete the received transfer documents and Garrison Bridge Application form |
Return |
Return completed documents to Garrison Bridge to finalise and forward to the relevant pension provider for processing |
Completion |
Funds arrive to Garrison Bridge and are invested in the investment fund as per application |
Contact Garrison Bridge
To get a free assessment:
Call us on 0800 254 338 or email us at super@garrisonbridge.co.nz