deep experience

A selection of UK schemes we have transferred from

A J Bell AAF McQuay UK Pension Scheme AAH Lloyds
Abbey Life Abbey National ABI
Accenture Action for Children AEGON Scottish Equitable
Aga Rangemaster Pension Fund Alcatel Alico
Alliance Trust Allianz Allied Domecq Pension Fund
Alltrust SIPP Amey Pension ANZ Pension (UK) Limited
AON AON UK Pension Scheme Armed Forces Personnel Administration Agency
Asda Associated British Foods Pension Scheme Astellas
AT&T Istel Pension Scheme Atlantica Aurora International Pension Plan
Avis Aviva Aviva (Staff) Money Purchase
AWD Chase de Vere AWE AXA
AXA PPP B&CE Benefits Schemes BAA Pension Scheme
BAE Systems Pension Scheme Baker Tilly Balfour Beatty
Bank of America Bank of England Pension Scheme Barclays Bank Retirement Fund
BASF BBVA Beazley Consulting Pension Plan
Bechtel Limited Pension Plan Bendicks Berkshire Pension Fund
BHS Black and Decker Blackrock
Blazefield Holdings Bluefin Boots Pension Scheme
Bourse BP Bradford and Bingley
Bradford Insurance Pension and Life Scheme Bristol Street Pension Scheme British Airways
British American Tobacco British Coal British Steel
British Transport Police Brooklands Pensions BT Retirement Plan
Buck Consultants Buckingham CC Thames Valley Police Burmah Castrol
C & J Clark Pension Fund Cadbury Canada Life
Canon Capita Cargill Pension Plan
Carlsberg Caterpillar CD Brammall Retirement Benefits Scheme
Cemex Centrica Chanel Limited Pension Plan
Cheshire Pension fund Christian Salvesen CIT (UK) Pension Scheme
Citibank Citibank Channel Islands Citifinancial (AVCO)
Civil Aviation Authority Pension Scheme Civil Service Pensions Clerical Medical
Clerical Medical (Edinburgh) Close Trustees Coats
Cobham Pension Plan Coca Cola Combined Nuclear Pension Plan
Combined Pension Scheme Compass Group Conde Nast
Cooperative Group Cooperative Insurance Society Costain Pension Scheme
Country Wide Assured Credit Lyonnaise Credit Suisse Group (UK) Pension Fund
Dairy Crest Danmore SSAS Dawsons International Retirement Benefits Plan
DB (UK) Pension Scheme DBC Debenhams
Deloitte Dentons Deutsche Bank Group International Pension Plan
Devon and Cornwall Police Pension Devon County Council DHandS
DHL DHL Group Retirement Plan Dorset County Council
DP Pensions The Premier Trust Dresser-Rand Pension Plan DS Smith Group Pension
DSG Pension Trustees DuPont East Riding Pension Fund
Eastern Railways EDF Energy EDS Retirement Plan
Endeavour Enersys UK Pension Scheme Environmental Agency Pension Fund
Epal Equiniti Equitable Life
ESPS Essex County Council Pension Fund Eternit Pension Plan
Europe Arab Bank Pension Scheme European Pensions Management Expat Pensions Parent
Experian Express Newspapers 1988 Pension Fund Falkirk Council Pension Scheme
Falkirk Council Pension Scheme FDR Pension Scheme Fenwick
Fidelity Firefighters Pension Scheme First UK Bus Pension Scheme
Fluorocarbon Company Pension Scheme FM Insurance Company Limited Pension Fund FNB International
Ford Foster Wheeler Pension Plan Friends Life
Friends Provident Friends Provident Pension Scheme G4S Pension Scheme
GE Pension Plan GEC 1972 Plan GEC Plan
Gemplus Limited Staff Pension Scheme GRANYTE SURFACE COATINGS LTD PENSION SCHEME Greater Manchester Fire and Rescue Service
Greater Manchester pension fund GSK Guardian
Halifax Hampshire County Council Hanson
Hargreaves Lansdown Haringey Council Pension Fund Harmsworth
Harrods Group Pension Plan Harvest HBOS
Heidelburg Group Pension Scheme Heinz Hertfordshire County Council Pension Fund
Hewitt Holborn Home Retail Group Pension Scheme
Honda Hornbuckle Mitchell Howden Joinery Pension Plan
IAWs Group Pension Scheme IBC Vehicles Limited Pension Plan IBM
ICI ICL Group Pension Plan Ikea (UK) Limited Retirement Benefits Scheme
IMG IMI pensions ING
Inter Continental Hotels UK Pension Plan Interserve Pension Scheme Invensys
Invesco Invista IPS SIPP
Iron Traders Irwin Mitchell Pension Scheme Isle of Wight Council Pensions
ITB ITN Pension Scheme ITT Industries General Pension Plan
ITV ITW Jackie Seely
Jaguar Pension Plan James Hay Jessops
Jiffy and Ambassador Pension Scheme JLT Benefit Solutions John Laing
John Lewis Johnson and Johnson Johnson Controls
Johnson Matthey Employees Pension Scheme Johnston Press Pension Plan Jonhsons
JP Morgan JPMC UK Retirement Plan JPMC UK Retirement Scheme
Kelda Group Pension Plan Kent County Council Kerry Retirement Benefits Scheme
Kier Group Pension Scheme Killick Kingfisher Pension Trust
Kleinwort Benson L’Oreal (UK) Ltd Land Rover
LEBC Group Limited Leeds Building Society Staff Pension Scheme Legal and General
Legal and General Unit Trust Managers Limited Leicestershire County Council Lincolnshire County Council
Littlewoods Liverpool Victoria Lloyds
LloydsTSB London Borough of Barking & Dagenham London Borough of Barnet
London Borough of Bexley Pension Fund London Borough of Enfield London Borough of Havering Pension Fund
London Borough of Hillingdon Pension fund London Borough of Newham London Borough of Towers Hamlett Pension Fund
London Clinic Limited (1974) Retirement Fund London Life London Pensions Fund Authority
Lothian Pension Fund lpfa LV Retirement Solutions
LV= Employee Pension Scheme Manchester Unity Marks and Spencer
Marlborough pensions Mellon Defined Contribution Scheme Mellon Defined Contribution Scheme
Mercedes Benz UK Ltd Pension Scheme Mercer Limited Merchant Investors
Merchant Navy Officer Pension Fund Merchant Navy Ratings Pension Fund Merrill Lynch (UK) Pensions
Merseyside Pension Fund Metlife MGM Advantage
Michelin Milk Pension Minebea UK Pension Scheme
Mineworkers Mitchells and Butlers Mitel Networks Limited Family Security Plan
MMC UK Pension Fund MNPA Molson Coors (UK) Pension Plan
Money Controls Morgan Sindall Morgan Stanley
Motor Industry Motorola Mount Charlotte
MSD Pension Scheme MW Pensions MWH
myCSP Namulas SIPP National Grid UK Pension Scheme
Nationwide Natwest NCR
Nelson Hurst Group Pension Scheme NewsQuest NFU Mutual
NGA Northgate Arinso NHS NILGOSC
Nippon Express UK Limited Nomura Nord Anglia Education Group
Norfolk Pension Fund North East Scotland Pension Fund North Yorkshire Pension fund
Northamptonshire Pension Fund Nottingham County Council Nottinghamshire County Council
NPI NSK Pension Scheme Nufarm UK Pension Scheme
Orange Oxford University Press Group Pension Scheme P & O
Panthera Paribas London Pension Scheme Parker Hannafin
Pearl Pearl Group Pension Pearson
Pension bank Pension Trust PepsiCo
Persimmon Petroplus Peugeot
PGL Philips Phoenix
Pitney Bowes Plumbing Pensions Pointon York
Polestar PONL Pension Scheme Press Association
Prosper de Mulder Providence Capital Prudential
Prudential Staff pension PSPS Punter Southall
R A Brand Pension Scheme RAC RAF Pensions division
Railways Pensions Scheme RBS ReAssure
Redbridge Pension Fund Reliance Mutual Reliance Security Group Pension Scheme
Rentokil Reuters RMIS
Rolls Royce Group Pension Scheme Royal Bank of Scotland Royal County of Berkshire Pension Fund
Royal Liver Assurance Royal London Royal Mail
Royal Ordnance Royal Scottish Assurance RPC Containers Pension Scheme
RSPCA RWE npower Group Ryder
Safeway Sainsbury Sanlam
Santander SAUL Save and Prosper
Scottish and Newcastle Scottish Equitable Scottish Life
Scottish Public Pensions Agency Scottish Widows SG UK
Shell Pensions Trust Siemens SIPP Centre SIPP
SIPP Deal Skandia SKF (UK) Limited Pension Plan
Smurfit Kappa UK Pension Fund Social Housing Pension Scheme Somerset County Council
Southwark Council South Wales Police Authority South Yorkshire Pensions Authority
Spirent Communications Staff Pension Spirit Group Retail Pension Plan Square Mile
Square Mile Parent St Georges St Ives
St James Place Staffordshire County Pension Fund Standard Chartered
Standard Life Assurance Star Group Suffolk County Council
Sulli Nuilala Sun Chemical Limited Sun Life Financial of Canada
Surrey Pension Fund Swan Hill T D Waterhouse
T-mobile Pension Scheme Tarmac Taylor Woodrow
Teachers Pension Teachers Superannuation Scheme Telegraph Pension Plan
Tesco Pension Trustees Limited TFL The Delta Pension Plan
The IAWS Group (UK) The Kodak Pension Plan The Magnet Group Pension Scheme
The Marston’s PLC Pension and Life Assurance Scheme The NAAFI Pension Fund The Wiggins Teape Pension Scheme
Thomas Cook Pension Trust Ltd Thorn Threadneedle
ThyssenKrupp UK PLC 2006 Scheme Tilney Tithebarn
TKM Pension Scheme Tony Penman Torfaen County Borough
Toshiba Towers Watson Toyota
Trafalgar House Transact Transport and Workers Union Superannuation Scheme
TRW TUI Pension Scheme (UK) Tyco
Tyne and Wear Pension Fund UBS Unilever
United Biscuits United Group United Norwest Co-operative Employees Pension Fund
United Utilities University of Manchester Superannuation Scheme University of Warwick
University of York Pension Fund Valliant Vinci Pension Scheme
Virgin money Vodafone Volkswagen Group
Volvo Weetabix Group Pension Scheme Wentworth Employee Benefits Limited
Wesleyan West LB West Midlands Pension Fund
West Sussex County Council West Yorkshire Pension Fund Western United Group Pension Scheme
Whitbread WHSmith Wincanton
Wolseley Group Retirement Benefits Plan Wolter Kluwer (UK) plc FSS Worcestershire County Council
Wyeth Group Pension Xafinity Yell
YSL Zurich

Undertaking UK pension transfers is a serious financial decision and professional advice should be sought in respect of your tax obligations in both New Zealand and the UK, your UK pension as well as the scheme that you are transferring into in New Zealand. Ask us a question if you have any doubts around UK pension transfers and we will be more than happy to answer them – we are the experts in UK pension transfers.

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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


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