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Learn what it means to transfer, or leave, your UK Pension with a free and independent personal assessment.

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$ 1 M
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UK Pension Providers Transferred

The Advantages Of Transferring A Pension

  1. Get your benefits paid completely tax free
  2. No tax on inheritance
  3. Full control with multi-currency funds

The Risks Of A Pension Transfer

  1. Transferring to the wrong type of scheme
  2. Getting a big tax bill
  3. Giving up guaranteed benefits, forever

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

NZ’s A Good Place To Move A UK Pension

NZ QROPS schemes are popular places to transfer UK pensions.

"We have transferred our company pensions from the UK to New Zealand using Charter Square and have found their team to be dedicated to our cause, kept us informed of progress and explained the options available and their implications. Their tenacity to get matters resolved has been very reassuring the process simple and worry free. We would certainly recommend this company to others considering this move."
L Smith
New Zealand

Control Your UK Pension

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QROPS providers returns analysis

Foreword Welcome to our second edition of the quarterly QROPS provider analysis.  Over the last three months we have seen turbulent times in international financial markets,

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Control Your UK Pension