The transfer process

We would be happy to meet with you or discuss your situation over the telephone or by email and for this you should contact either Chris Heffernan on chris@leech.co.nz or Jacinda Leath on jacinda@leech.co.nz

The transfer process generally involves the following steps:

1. Meeting with you to discuss your position, your attitude to risk and security, your career aspirations and desired retirement age;
2. Agreeing with you the terms of our engagement and formalising this;
3. Collecting information about you and your pensions;
4. Obtaining the necessary authorities to write to the various UK organisations on your behalf;
5. Requesting and collating information;
6. Advising you so that you have enough clear information to make an informed decision based on a firm understanding of the risks involved and knowledge of the protection, rights, expectations and options that you may be giving up;
7. Dealing with the transfers, if this is what you decide to do.