Monthly Archive for: ‘February, 2018’

Taking Control Part 1: A few numbers rule your retirement

    We are writing about control, because we spend much of our lives faced with things that are out of our control. Governments make decisions we have no say in, traffic congestion, the cost of fuel, the weather…the list goes on and on.   Recently we’ve talked of the perilous state of the UK pensions industry and the huge …

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UK expats and returning Kiwis advised to transfer personal pensions before Brexit

British expats and Kiwis who’ve left their personal pension back in the UK are being advised to transfer it before Brexit kicks in.   The advice is aimed not just at UK expats already living in New Zealand, but also to those planning to emigrate in the near future.   It’s being spurred by increasing concern over the viability of …

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Foreign advisers scamming NZ and OZ based UK pension holders

For years the Australian and New Zealand regulators have been building strong regulatory regimes aimed at protecting people living in their countries from bad investments. The central plank of regulations in Australia and New Zealand is that you must be regulated in those countries to provide financial advice to people living in the countries. Seems logical enough right, particularly because …

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Huge pension fund deficits are a global crisis in waiting

Ania Zalewska, University of Bath In the past decade, the banking industry has been a central focus of attention for regulators, academics and the general public. The 2007-08 financial crisis led to new regulations and institutions to keep things in check.   In contrast, the issues of the pension industry have tended to be swept deep under the carpet. Much …

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Now harder than ever to transfer a UK pension

It’s never been harder to transfer a UK pension to New Zealand. Over the last three years UK government agencies have put up consistent barriers to stop the outflows of UK pensions to overseas schemes (QROPS). Some barriers have been direct, like the shutting down of pension transfers out of public sector schemes like the NHS, teachers, civil service and …

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NZ free phone:0800 102 599 / OZ Free Phone:1800 857 410 / Email:info@qropsnz.com

very stress free

Thank you Cambel for your help and guidance throughout this process in getting my pension transferred (very stress free for me). It is greatly appreciated and I would certainly recommend you and Charter Square to others who are interested in transferring their pension.

David R, New Zealand

You guys rock!

I just wanted to say a great big thank you to you and your team. You are all totally awesome. I received a cheque yesterday from the Prudential to apologise for the ‘recent inconvenience’ that I had experienced. Thank you for doing this for me. You guys rock!

Noelle B, New Zealand

professional, insightful

Charter Square were professional, insightful and a pleasure to work with. They rose to the challenge of consolidating my overseas pensions and bringing them home with minimum fuss for me and maximum effort on their part.

Jens H, New Zealand

thorough, professional and prompt

Very thorough, professional and prompt service from the team at Charter Square. Thanks for making the bewildering world of pension transfers super simple.

Jules T, New Zealand

Best party to deal with

Thank you kindly for keeping in touch with me. For now, I will not be moving my pension. I will however be keeping your details and referring back to you when I wish to pursue. You by far are the best party to deal with, no nonsense, professional and in my opinion genuine. I do sincerely thank you for your advice to date.

GE, New Zealand

Freedom

Securing the freedom to use savings that are actually ours to work with has been stressful in the extreme. While I never planned on giving up there were many times when the current (UK) holder made the whole process seem well beyond my determination and ability. It’s easy to look at the 36 month history of this claim with the benefit of hindsight, but the conclusion is that employing Charter Square in the first instance would have been wise had I been able to anticipate the red-tape that appears to have been deliberately created to stall access.

CP, Auckland
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