Got a burning question ask us

Top of the QROPS


chart for quarter ended 31 March 2018


Position and Scheme since last
1. Ranfurly Superannuation Scheme
…by Ranfurly Strategic Limited
2. Fidelity Super Super Plan, Number 3
…by Booster Investment Management Limited
up 1
3. Britannia Retirement Scheme
…by Britannia Financial Services
up 2
4. NZ Funds Managed Superannuation Service
…by New Zealand Funds Management Limited
5. IVCM (NZ) PIE Superannuation Fund
…by Lifetime Asset Management Group
up 1
6. Garrison Bridge Superannuation Scheme
…by Lifetime Asset Management Group
down 4


Our analysis

Every three months we go under the hood of the larger New Zealand QROPS superannuation schemes that report quarterly to assess their performance. By looking at how much has come into their schemes over that period we can tell you who is Top of the QROPS.
Topping the charts for the second quarter running is Ranfurly Superannuation Scheme. What’s more Ranfurly Superannuation scheme took in over 35% of the total net fund flows for the quarter, with the Fidelity Super Super Plan second with 25% of the total net fund flows.
Dropping down the charts with the biggest fall for the quarter was Garrison Bridge Superannuation Scheme, which dropped from 2nd to 6th.

Our methodology

Last year the government forced NZ superannuation schemes to lift the bonnett on themselves every three months, by reporting on their fund levels, member number and the funds performance. We look at each schemes previous fund balance then add their reported quarterly growth to that. We then compare that figure with their closing fund balance to determine the net movement in a schemes fund. We then add all the Schemes net fund movements together to determine the total net movement for the scheme. The scheme with the largest net movement, that is the one that attracted the most funds into it, in the quarter comes out Top of the QROPS.

NZ free phone:0800 102 599 / OZ Free Phone:1800 857 410 /

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


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
/* ]]> */