British Pension Transfers Ltd – Our Story

British Pension Transfers Ltd is part of the Chris MacKay Financial Planning Ltd group of companies and was established in 2006. British Pension Transfers Ltd offers a bespoke impartial service to clients who are wanting to transfer their UK pension scheme benefits to a New Zealand Qualifying Recognised Overseas Pension Scheme (QROPS).

Our business philosophy is to provide cost-effective, pragmatic financial solutions, placing maximum value on client care, trust and service delivery.

Our impartiality means that we are not tied to any single product provider and therefore the advice and service that we provide is totally unbiased. Only after discussing your aspirations will we then research the market place on your behalf.

We aim to have a complete understanding of our clients’ personal and business financial goals. Above all, we recognise that our clients need someone to trust and to help them plan and realise a successful blueprint for their financial affairs. We offer an initial one-hour discovery consultation at our own expense, where we establish your aspirations and objectives and identify the areas in which we can help you to achieve your financial goals.

Ian JordanAFA, DipFA, Cert PFS, CeMAP, FSP NO: 28683

Ian has been a Financial Adviser since 1982 and has a wealth of knowledge and experience. He is a fully qualified and an Authorised Financial Adviser both in New Zealand and the United Kingdom. In 1985 he established his own independent financial services practice based in Fareham, Hampshire, UK.

Ian is an Authorised Financial Adviser and is a member of Financial Advice NZ and also the Chartered Insurance Institute (CII), Institute of Financial Services (IFS) in the United Kingdom. In addition, Ian has been a member of the Million Dollar Round Table (MDRT) for over 30 years and a MDRT Court of the Table member on over 20 occasions.

Ian is married to Carol. They have three children. Ian enjoys most sports but has a passion for cycling, golf, tennis, football and of course rugby! In his free time he enjoys home DIY and entertaining family and friends.

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