New Zealand — Pension and Superannuation Blog

Baillie Gifford Takes Out Top Prize at FTA Investment 100 Club Award

For the third consecutive year, Ranfurly Superannuation’s Fund Manager, Baillie Gifford has won the Financial Times Adviser top award. The Edinburgh-based investment management firm bet out nearly 100 other nominees to take out first place in the coveted Large Investment Group category.

The criteria are based on short-term and long-term outperformance and firms are to demonstrate real potential for the next five years. Judges noted that they felt that Baillie Gifford’s numbers were simply “too good to ignore”, after a year going from strength to strength.

Awards, Baillie Gifford, Fund Manager, New Zealand, Overseas Pension Transfer, UK Defined Benefit SchemeEmilie Gallaugher20 January 2020Ranfurly Strategic LimitedBaillie Gifford, awa, new, New Zealand, UK Pension Transfer to NZ, UK Pension Transfers, Pension Scheme, Ranfurly

Baillie Gifford Attends Innovative Ethical Finance Summit

The Ethical Finance 2019 Summit is being held in Edinburgh and is being attended by over 200 leading finance experts, institutions, government officials and business representatives from around the world. Amongst those attending include Scotland's First Minister Nicola Sturgeon and the Archbishop of Canterbury and Baillie Gifford, who is the underlying fund manager of the Ranfurly Superannuation Scheme.

Baillie Gifford, Brexit, New Zealand, Overseas Pension Transfer, QROPS NZ, Fund Manager, Pension Transfer AdviceEmilie Gallaugher25 October 2019Ranfurly Strategic LimitedUK Pension Transfers, UK Pension Transfer to NZ, QROPS NZ, Baillie Gifford, New Zealand, investment manager, Fund Manager, Overseas Pension Transfer, Brexit, Green Investing

Australian and New Zealand Residents with Malta-based Overseas Pensions, find out if you are you prepared for the coming changes to Maltese pension laws.

After receiving the go-ahead, the Malta Financial Services Authority (MFSA) is implementing amendments that change the way QROPS providers handle transfers and deal with financial advisers. The amendments bring in stringent new rules both for advisers and asset/investment restrictions. Following news of these regulatory changes, Australian and New Zealand pensioners with their pensions in Malta-based overseas schemes are being urged to check whether their pension pots are at risk and whether their financial advisers can still act and work on their behalf.

New Zealand, Overseas Pension Transfer, Pension Transfer AdviceEmilie Gallaugher28 June 2019Ranfurly Strategic Limited Malta, Overseas Pension Transfer, Pension Scheme, New Zealand, Australia, Retirement, Financial Times, Changes, QROPS NZ, UK Pension Transfer to NZ

Have an Malta-based Overseas Pension? Changes Being Made to Maltese Pension Regulations and What You Need to Know.

The Malta Financial Services Authority (MFSA) published a newsletter in January confirming amendments to the country’s Retirement Pensions Act. The amendments bring in stringent new rules both for advisers and asset/investment restrictions. Following news of these regulatory changes, pensioners with their pensions in Malta-based overseas schemes are being urged to check whether their pension pots are at risk.

Overseas Pension Transfer, Pension Transfer Advice, Superannuation, Overseas transfer chargeEmilie Gallaugher17 June 2019Ranfurly Strategic Limited QROPS NZ, Overseas Pension Transfer, Pension Scheme, UK pension transfer tax, Malta, New Zealand, Ranfurly, asset managers, investment manager, UK Pension Transfer to NZ

New Zealand Named Most Comfortable Country for Retirement

According to US News, New Zealand was ranked first place for the best country for a comfortable retirement in 2019. Chosen for its high quality of life, retirement and social support, climate, culture and natural beauty, New Zealand is already a popular destination for those looking to retire. With some planning and help from a reputable pension transfer services firm, make your retirement journey smooth and efficient.

New Zealand, SuperannuationEmilie Gallaugher18 March 2019Ranfurly Strategic LimitedNew Zealand, Retirement, Overseas Pension Transfer, QROPS NZ, Ranfurly, Superannuation, UK Pension Transfer to NZComment

Are You Brexit Ready?

For many of those with their pensions tied up in UK schemes and looking to get out, the looming threat of a no-deal Brexit, may mean being even more proactive in planning your future in retirement.