Posts tagged UK Pension Transfer to NZ
Baillie Gifford Takes Out Top Prize at FTA Investment 100 Club Award
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.

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Awards, Baillie Gifford, Fund Manager, New Zealand, Overseas Pension Transfer, UK Defined Benefit SchemeEmilie GallaugherRanfurly Strategic LimitedBaillie Gifford, awa, new, New Zealand, UK Pension Transfer to NZ, UK Pension Transfers, Pension Scheme, Ranfurly
UK Snap Election Could Drive Pension Uncertainty
UK Snap Election Could Drive Pension Uncertainty

Following numerous bids by the U.K. Prime Minister Boris Johnson to call a snap election, the deadlock has finally been broken. MP’s voted 438-20 in favour of the general election and the date has been set for 12 December. This near-unanimous support for the general election following three prior failed bids comes after the second Brexit deadline of 31 October passing with no deal yet in place between the European Union and the U.K.

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Brexit, New Zealand, Overseas Pension Transfer, Pension Transfer Advice, QROPS NZ, UK Snap Election 2019Emilie GallaugherRanfurly Strategic Limited Brexit, Defined benefit pension scheme, Defined contribution, UK Snap Election 2019, Retirement, UK Pension Transfer to NZ, News
Baillie Gifford Attends Innovative Ethical Finance Summit
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.

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Baillie Gifford, Brexit, New Zealand, Overseas Pension Transfer, QROPS NZ, Fund Manager, Pension Transfer AdviceEmilie GallaugherRanfurly 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
How a No-Deal Brexit Could Affect Your Pension
How a No-Deal Brexit Could Affect Your Pension

With on-going uncertainty surrounding Brexit, the talks of dramatic policy changes under the new Government, being aware of the potential impacts Brexit could have on your UK-based pension may help you get and remain ahead with your pension. Prime Minister Boris Johnson has signalled that Britain will leave the EU by the October 31 extended deadline with or without a deal if no agreement has been reached.

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Brexit, Overseas Pension Transfer, Pension Transfer Advice, Superannuation, UK 2022 Election, UK Defined Benefit SchemeEmilie GallaugherRanfurly Strategic LimitedSuperannuation, financial news, Brexit, Retirement, Pension Scheme, Overseas Pension Transfer, Defined benefit pension scheme, Defined contribution, QROPS NZ, UK Pension Transfer to NZ
A Rise in the Number of QROPS Pension Transfers in 2018-19
A Rise in the Number of QROPS Pension Transfers in 2018-19

Her Majesty’s Revenue and Customs (HMRC) has recorded an increase in the number of individuals that have transferred their pensions to a Recognised Overseas Pension Scheme (QROPS) in the 2018-19 financial year. The released data shows that there has been a 6% increase in the volume of transfers out of registered UK pension schemes, a total value of £640 million.

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Overseas Pension Transfer, UK Defined Benefit Scheme, Pension Transfer AdviceEmilie GallaugherRanfurly Strategic Limited Defined contribution, Defined benefit pension scheme, Pension Scheme, Overseas Pension Transfer, Bonds, Ranfurly, QROPS NZ, Superannuation, UK Pension Transfer to NZ
Former Execs at US Investment Advisory Firm Accused of Conflict of Interest in Recommending Malta-based Overseas Pension Schemes
Former Execs at US Investment Advisory Firm Accused of Conflict of Interest in Recommending Malta-based Overseas Pension Schemes

Two former employees of a New York-based investment advisory firm DeVere USA Inc, are accused by the US Securities and Exchange Commission(SEC), of providing pension transfer advice to hundreds of clients that may go against their best interest. In a conflict of interest which would see the employees receiving higher compensation from the pension transfer.

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New Zealand, Overseas Pension Transfer, Pension Transfer Advice, MaltaEmilie GallaugherRanfurly Strategic LimitedMalta, News, financial news, Overseas Pension Transfer, Pension Scheme, Transfer Advice, QROPS NZ, UK Pension Transfer to NZ
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.
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.

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New Zealand, Overseas Pension Transfer, Pension Transfer AdviceEmilie GallaugherRanfurly 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.
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.

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Overseas Pension Transfer, Pension Transfer Advice, Superannuation, Overseas transfer chargeEmilie GallaugherRanfurly 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
The Investment Philosophy of the Investment Manager behind Ranfurly Superannuation’s Underlying Fund
The Investment Philosophy of the Investment Manager behind Ranfurly Superannuation’s Underlying Fund

 Iain McCombie is the investment manager of the Baillie Gifford Managed Fund that Ranfurly invests in. McCombie is an AA-rated manager, meaning that McCombie has beaten his bench-mark over a three-year period. This coveted rating is assigned to fewer than 25% of fund managers and provides a clear sign of their performance.

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Baillie Gifford, New Zealand, Overseas Pension Transfer, Pension Transfer Advice, SuperannuationEmilie GallaugherRanfurly Superannuation LimitedBaillie Gifford, QROPS NZ, equity manager, Investment, investment manager, Overseas Pension Transfer, Retirement, Ranfurly, Pension Scheme, Funds, Superannuation, Scheme Manager, UK Pension Transfer to NZ
Continued uncertainty surrounding Brexit and the implications of a potential change in Government
Continued uncertainty surrounding Brexit and the implications of a potential change in Government

The UK Parliament will hold a second day of indicative votes today where different Brexit options will be explored. This comes after the UK Parliament rejected the withdrawal agreement on March 29th, following two previous rejections of the entire deal. A power vacuum is being created in the government and if this instability continues in the following years, it could result in a change in government following the next general election in May 2022 or even sooner.

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Brexit, New Zealand, UK 2022 Election, Superannuation, Overseas Pension Transfer, Pension Transfer AdviceEmilie GallaugherRanfurly Strategic LimitedBrexit, UK 2022 Election, financial news, Pension Scheme, Defined benefit pension scheme, QROPS NZ, UK Pension Transfer to NZ
Baillie Gifford's "Extremely Impressive" Performance Over Decade
Baillie Gifford's "Extremely Impressive" Performance Over Decade

FundCalibre, an independent fund research ratings agency, released their annual index which determines the top asset managers that have consistently outperformed over the past five years.

 They announced that, Baillie Gifford placed third in their index, following Morgan Stanley and Man GLG. FundCalibre noted that Baillie Gifford and T. Rowe Price have been among the top ten companies in each of the five annual surveys and both firms have outperformed over "almost a decade" despite having larger product offerings, and "maintaining such a level of consistency… is extremely impressive".

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Awards, Baillie Gifford, BrexitEmilie GallaugherRanfurly Strategic Limitedaward, Ranfurly, Baillie Gifford, Funds, Defined benefit pension scheme, FundCalibre, Scheme Manager, Overseas Pension Transfer, UK Pension Transfers, QROPS NZ, UK Pension Transfer to NZ
New Zealand Named Most Comfortable Country for Retirement
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. 

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New Zealand, SuperannuationEmilie GallaugherRanfurly Strategic LimitedNew Zealand, Retirement, Overseas Pension Transfer, QROPS NZ, Ranfurly, Superannuation, UK Pension Transfer to NZComment
Baillie Gifford Managers Named Top Performing Fund Managers
Baillie Gifford Managers Named Top Performing Fund Managers

Two fund managers at Baillie Gifford have made the Financial Times Adviser’s list of top performing fund managers for 2019. Mark Urquhart and Torcail Stewart were named on the esteemed list as being some of the best performing managers dating back to the year 2000. These performances have been based on risk adjusted returns in during times of economic growths and down-turns.

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Awards, Baillie Gifford, Financial TimesEmilie GallaugherRanfurly Strategic LimitedBaillie Gifford, award, Funds, Scheme Manager, UK Pension Transfer to NZ
‘Suitable’ pension transfer advice may be becoming harder to come by
‘Suitable’ pension transfer advice may be becoming harder to come by

The Financial Conduct Authority (FCA) has recently released findings on the quality of pension transfer advice given by specialist advisory firms. These findings show that less than half of the advice given to clients regarding their defined benefit pension scheme was deemed ‘suitable’, based on new rules set by the FCA regarding pension transfers.

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FCA, Financial Times, Overseas Pension Transfer, Superannuation, Pension Transfer AdviceEmilie GallaugherRanfurly Strategic LimitedOverseas Pension Transfer, Transfer Advice, Defined benefit pension scheme, FCA, financial news, UK Pension Transfer to NZComment
Ranfurly Investment Schemes Announcement
Ranfurly Investment Schemes Announcement

We at Ranfurly are pleased to announce that we are offering two brand new investment options for new and existing members. The Sterling Growth Fund and the New Zealand Dollar Balanced Fund are replacing the Sterling Dollar Fund and the Australian Dollar Cash Fund. These funds have been  available to members to invest from the 28th December 2018.

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Emilie GallaugherRanfurly Strategic LimitedRanfurly, Defined benefit pension scheme, Funds, Updates, News, Announcement, UK Pension Transfer to NZComment
Ranfurly Superannuation Scheme Fund Manager Wins People’s Choice Award.
Ranfurly Superannuation Scheme Fund Manager Wins People’s Choice Award.

Leading investment news brand, Portfolio Adviser has announced the 2019 winners of their annual Fund Awards. Baillie Gifford received the coveted Readers’ Choice award. Baillie Gifford is the underlying fund manager for the Ranfurly Superannuation Scheme.

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Awards, Baillie Gifford, Overseas Pension Transfer, Superannuation, Portfolio AdviserEmilie GallaugherRanfurly Strategic Limited Baillie Gifford, award, Scheme Manager, Ranfurly, Su, Overseas Pension Transfer, UK Pension Transfer to NZ Comment