Gbpensions Limited

Financial Services Provider

★★★★★

5 Read 82 reviews on Google

Source: Google Business Profile. Reflects this firm's listing, not individual advisers.

Auckland

FSPR Registered

FSP Number: FSP692551

NZBN: 9429030451193

Team Size: 2 advisers

Verify on FSPR

About Gbpensions Limited

What is Gbpensions Limited?

Gbpensions Limited is a financial services provider, based in Auckland, with 6 years on the FSPR register, and 2 appointed advisers on file.

How is Gbpensions Limited regulated?

Gbpensions Limited is registered on the Financial Service Providers Register (FSPR)as FSP692551, with first registration in 2019. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Gbpensions Limited offer?

Gbpensions Limited's Public Disclosure Statement lists the following scope of advice: pension scheme transfers, QROPS, SIPP, investment portfolio advice, managed funds, UK investment trusts. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Gbpensions Limited's PDS dated 2026-05-18 · PDF source. View original.

Fee structure: mixed
Commission: Yes
Dispute scheme: IFSO
Panel: 7 providers
Services: 4 named

Scope of advice

pension scheme transfers
QROPS
SIPP
investment portfolio advice
managed funds
UK investment trusts
direct shares and bonds
full withdrawal of benefits from UK pension schemes

Contact Information

Phone

09 414 2089

Email

Not available

Website

gbpensions.co.nz

Address

2b William Pickering Drive (building 1, Unit C),,Rosedale,,Auckland,0632,New Zealand

About Gbpensions Limited

Company profile coming soon

Get in touch to add your company description

Public Disclosure Statement

7 providers on panel

Gbpensions Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-18 · source format PDF.

→ View Gbpensions Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: IFSO
Scope of advice (verbatim from PDS): pension scheme transfers
QROPS
SIPP
investment portfolio advice
managed funds
UK investment trusts
direct shares and bonds
full withdrawal of benefits from UK pension schemes
Specialties: Retirement Planning
Investments

Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Distribution panel

Product providers Gbpensions Limited is appointed to distribute, grouped by product category. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same provider.

Investments & Funds · 2

Select Wealth Management Limited
Capital International Group

Other products · 5

IVCM group of companies
i-Select Limited
Booster
Sovereign Pension Services (UK) Limited
iPensions Group Limited

Verbatim quotes from Gbpensions Limited's PDS (7 fields cited)

Fees

“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”

Commission

“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.”

Product panel

“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.”

Conflicts of interest

“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.”

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.”

Dispute resolution

“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.”

Material relationships

“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.”

Verbatim spans extracted from the source PDS dated 2026-05-18. Each quote was substring-verified against the original document; spans that failed verification were dropped. View source.

Services this firm offers

Named service offerings extracted from Gbpensions Limited's PDS. Names are verbatim from the source document; descriptions and fee notes are AI-summarised — refer to the original PDS for binding wording.

Initial Transfer Fee
Advisory

One-off fee based on funds invested, deducted from transferred amount once lodged with receiving scheme.

Fees: One-off fee deducted from transferred funds upon lodgement with receiving scheme.

For: retail
Benefit Withdrawal Fee
Advisory

One-off fee for release of funds directly from a UK pension scheme under the DTA, invoiced directly.

Fees: One-off fee invoiced directly to client.

For: retail
Portfolio Set-up Fee
Advisory

One-off fee for advising on and setting up a personal investment portfolio.

Fees: One-off fee invoiced directly to client.

For: retail
Ongoing Servicing Fee

Ongoing fee based on percentage of funds under management, deducted monthly or quarterly.

Fees: Percentage of funds under management, deducted monthly or quarterly.

For: retail

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier B). Verbatim quote block above is Sonnet-extracted then substring-verified against the source markdown. For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.