# Gbpensions Limited — Public Disclosure Statement *Mirror of FAP Public Disclosure Statement filed under FMC Act 2013 s431.* - **Version date:** 2026-05-18 - **Source URL:** http://gbpensions.co.nz/wp-content/uploads/2022/04/GBPensions-Public-Disclosure-Statement-03-2022-1-UPDATED.pdf - **Source PDF SHA256:** `7df86322d9bba6602dc81ba9b1d49875...` - **Confidence tier:** C (LLM-extracted from PDF) - **Extracted via:** claude-haiku-4-5-20251001 - **Ingested:** 2026-05-18 - **Machine-readable facts:** [facts.json](https://financeadvisers.co.nz/api/provider/FSP692551/facts.json) - **All versions on file:** [filings.json](https://financeadvisers.co.nz/api/provider/FSP692551/filings.json) - **Authoritative register:** https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP692551 > **About this document.** FAP Public Disclosure Statements are regulated documents that financial advice providers must publish under the Financial Markets Conduct Act 2013, section 431. The content below is the FA-NZ mirror — machine-parsed from the source PDF on the date shown above. For binding regulatory purposes, refer to the firm's own current publication via the source URL above. --- # Public Disclosure Statement ## License status and conditions GBPensions Limited ("GBPensions") holds a license issued by the Financial Markets Authority ("FMA") to provide financial advice with Financial Service Providers Register number FSP692551. GBPensions is not bound under restrictions on this license. ## Nature and scope of advice GBPensions provides advice in respect of the transfer of monies from one pension scheme to another and the investment of these monies into a portfolio within the receiving pension scheme. GBPensions also provides advice on the investment of other monies, including those withdrawn from pension schemes, into a portfolio. In providing its services, GBPensions utilises Qualifying Recognised Overseas Pension Schemes ("QROPS"), Self-Invested Personal Pensions ("SIPPs"), providing access to managed funds and UK investment trusts, plus direct shares and bonds (unlisted/listed within funds). GBPensions also advises on and facilitates full withdrawal of benefits from UK pension schemes, utilising the double taxation agreement between the UK and NZ. GBPensions is not limited to any product provider, however the QROPS it can recommend to receive transferred pension monies come from the IVCM group of companies, i-Select Limited, and the Booster Group. The SIPPs utilised are Sovereign Pension Services (UK) Limited and iPensions Group Limited. Where the QROPS does not include management of the investment portfolio as part of its scheme, GBPensions recommends the services of Select Wealth Management Limited, whose services are also used for personal portfolios. For the management of an investment portfolio within a SIPP, GBPensions recommends the services of Capital International Group. ## Fees, expenses, and amounts payable GBPensions' services are fee-based, as shown below: a) One-off Initial Transfer Fee based on the amount of funds invested, deducted from the transferred amount(s) once lodged with the receiving scheme b) One-off Benefit Withdrawal Fee for release of funds directly from a UK pension scheme in accordance with the DTA, invoiced directly c) One-off Portfolio Set-up Fee for advising on and setting up a personal portfolio, invoiced directly d) Ongoing Servicing Fee based on a percentage of the amount of funds under management, deducted from those funds on a monthly or quarterly basis ## Conflicts of interest and commissions or other incentives Currently there are no conflicts of interest relating to the services provided by GBPensions. Members of the Booster SuperScheme QROPS have an annual fund charge levied on the net asset value of their fund(s), which is calculated daily. GBPensions receives a percentage of this charge as a monthly commission payment. ## Complaints Process If there are any problems, concerns, or complaints about any part of GBPensions' services, contact its internal complaints scheme, which will endeavour to rectify the matter. This can be done by outlining your complaint in writing and sending it to: **Address:** Compliance, GBPensions, PO Box 303 094, North Harbour, Auckland 0751 **Email:** compliance@gbpensions.co.nz ## Dispute resolutions process If GBPensions cannot agree on how to fix the issue, or if you decide not to use its internal complaints scheme, you can contact the Dispute Resolution Service, the Insurance and Financial Services Ombudsman (IFSO). This service will cost you nothing and may help resolve any disagreements. You can contact IFSO at: **Address:** PO Box 10 845, Wellington 6143 **Tel:** 0800 888 202 / (04) 499 7612 **Fax:** (04) 499 7614 **Email:** info@ifso.nz ## Duties information In accordance with the Code of Professional Conduct for Financial Advice Services, GBPensions and its advisers are required to meet certain duties, such as: a) Ensuring they meet the appropriate standards of competence, knowledge, and skill. b) Giving priority to clients' best interests. c) Exercising care, diligence, and skill in giving financial advice. d) Meeting the standards of ethical behaviour, conduct, and client care as set out in the Code.