Which QROPS are kicking COVID and which are being kicked

Make sure your QROPS is not at Level 4

Plenty has been written about strategies to cope with the fallout from COVID-19 and what investment managers are doing going forward. In our latest report we let recent history judge performance and plenty can be learned from it. Whether you’re in a QROPS already or need one for a UK pension transfer this is compulsory reading.

 

 

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UK pension and what it means to leave it or transfer it

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the advantages of
transferring a pension

get your benefits
paid completely tax free

no tax on
inheritance

full control with
multi-currency funds

 

 

the risks of
a pension transfer

transferring to the
wrong type of scheme

getting a big
tax bill

giving up guaranteed
benefits, forever

 

 

NZ’s a good place to move
a UK pension

NZ QROPS schemes are popular
places to transfer UK pensions

understand if a pension
transfer is right for you

 

 

big pension transfer myths

MYTH 1:
Never touch a UK
final salary scheme

MYTH 2:
You need to
convert to NZD

MYTH 3:
All NZ QROPS
schemes are equal

 

news

research

click the logo
to see who is topping
the NZ QROPS charts

 

 

simple facts

we are the largest independent transfer specialist




straightforward and painless

Until now I'd imagined my UK pension funds being locked away behind all manner of firewalls and bureaucratic hurdles to access on retirement. Before committing the one surviving official document of my English OE to the bin - a single page detailing my private pension details - I contacted you out of curiosity. The result feels a little like winning lotto.

Peter W

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