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UK pension assessment form



Just like your health your UK pension
needs constant check ups
– well before you retire –

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*compulsory fields


our FREE full diagnosis of your UK pension includes



Full pension review

We will fully review your UK pension entitlements and what aspects are crucial for you to understand


Tax position analysis

A comparison of your tax position in leaving your pension in the UK versus transferring it to New Zealand



Any current or future regulatory changes that will impact you will be fully explained, as well as, how they will individually affect you


Staying or going

Find out what happens to your pension if you move to another country in the future, whether you’ve transferred it or not


Financial impact

The complete financial impact of either leaving your pension in the UK or moving it to New Zealand will be assessed

Our free UK pension assessment is a deep report on your UK pension and the implications of leaving it in the UK versus transferring it to New Zealand. The report contains our firms 16 years of pension transfer experience and all the expertise we have as the authority on QROPS and UK pension transfers in New Zealand. The report is intended to provide you all the information you need to get to make a decision on whether to transfer your UK pension to New Zealand or leave it in the UK.

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
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