That long-distance relationship you have with your UK pension just got even harder

The distance between you and your UK pension just got a whole lot bigger as the world has started to isolate, what seemed close is now not.

And the distance has grown at a time when financial turmoil abounds. “From the perspective of the U.S. equity market, COVID-19 is the worst natural disaster ever” states John Lonski, Chief Economist of Moody’s Capital Markets Research.

With financial uncertainty, jobs at risk and our families to think about our money becomes our lifeboat and like a lifeboat it pays to have it close. 

Having your UK pension here in New Zealand is so different to leaving it in the UK, it’s like night and day. 

Left in the UK your pension is often forgotten, a lot of people still have correspondence being sent to a parent or old address.  Maybe you get funding statements, or valuations yearly, but you are divorced from it, and any attempt to engage with it usually means a very long wait on the phone at anti-social hours. Those waits just got even longer with some scheme quoting 30 days to respond to queries.

Conversely in New Zealand your pension becomes part of your life again, proximity giving it the importance it deserves.  You benefit from the care and guidance of your own local financial adviser dedicated to making your hard-earned pension work for you…the lifeboat is close, your line to it short and access when it’s needed is quick.

The events of the past few months gives everyone reason to pause and assess their situation. If you’d like your UK pension closer to home call us for a confidential and free consultation about how we can help.

Stay safe and keep your family close, here at Charter Square we’re doing just that and all we can to assist our clients during these busy and uncertain times.

 


 

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

 

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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