About QROPS New Zealand

 

simple facts

we are the largest independent transfer specialist

 
 

We’re the experts in UK pension transfers

We are at the forefront of the QROPS industry and New Zealand QROPS pension transfers.  We have been transferring UK pensions to New Zealand for over 16 years having conducted thousands of pension transfers worth hundreds of millions of dollars.
 
We have watched the evolution of international pension mobility through cross border pension treaties, the development of the QROPS regime in the United Kingdom, the introduction of KiwiSaver, and a raft of tax changes for superannuation around the world. At all times we have provided feedback on changes and been instrumental in helping our clients maximise their pension assets.
 
We have worked with thousands of British expats or people that have lived and worked in the UK and accrued pensions to help them decide whether a transfer is a good option for them, and then if it is help them transfer their pensions to New Zealand. We have equally provided advice to people to leave their pension in the United Kingdom, such as where they could not afford the tax bill on a pension transfer, or their UK pension had valuable benefits that would be given up on transfer, or they intended to return to the UK.
 
 

What we do

We believe that each client has a different set of circumstances and that their pension transfer decision can only be reached by addressing the following key points:

  • We fully review your UK pension entitlements
  • Review the financial impact of the transfer
  • Help recommend a receiving QROPS after full due diligence
  • Assist with investment recommendations for you
  • Facilitate the pension transfer

 
We are based in New Zealand and the UK with our advisers in New Zealand and a team of professionals in Manchester, England, dedicated to chasing UK pension providers for forms, updates and payments.  We have contacts in over 2,000 UK pension funds and get things done faster as we know the questions to ask and will not accept excuses from the UK providers.
 
 

We’re fully independent

We are not tied to one NZ QROPS for doing our transfers. This is important as it allows us to cover the market. However, because of the volume of transfers that we conduct we can get better deals for our clients when it comes to negotiating with the New Zealand superannuation schemes. The benefits of using QROPS New Zealand can include waiver of entry and exit fees, purchasing power discounts on fund management fees, and the knowledge that you get after transfer service including regular updates on issues effecting you and your previously transferred funds.
 
We have transferred to over ten different QROPS in New Zealand including, PIE schemes, zero-rate PIE schemes and wrap platform schemes. We are completely adept navigating the waters of QROPS and ensuring that you end up with the best outcome.
 
 

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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