deep experience

 

A selection of UK schemes we have transferred from

 
 

A J BellAAF McQuay UK Pension SchemeAAH Lloyds
Abbey LifeAbbey NationalABI
AccentureAction for ChildrenAEGON Scottish Equitable
Aga Rangemaster Pension FundAlcatelAlico
Alliance TrustAllianzAllied Domecq Pension Fund
Alltrust SIPPAmey PensionANZ Pension (UK) Limited
AONAON UK Pension SchemeArmed Forces Personnel Administration Agency
AsdaAssociated British Foods Pension SchemeAstellas
AT&T Istel Pension SchemeAtlanticaAurora International Pension Plan
AvisAvivaAviva (Staff) Money Purchase
AWD Chase de VereAWEAXA
AXA PPPB&CE Benefits SchemesBAA Pension Scheme
BAE Systems Pension SchemeBaker TillyBalfour Beatty
Bank of AmericaBank of England Pension SchemeBarclays Bank Retirement Fund
BASFBBVABeazley Consulting Pension Plan
Bechtel Limited Pension PlanBendicksBerkshire Pension Fund
BHSBlack and DeckerBlackrock
Blazefield HoldingsBluefinBoots Pension Scheme
BourseBPBradford and Bingley
Bradford Insurance Pension and Life SchemeBristol Street Pension SchemeBritish Airways
British American TobaccoBritish CoalBritish Steel
British Transport PoliceBrooklands PensionsBT Retirement Plan
Buck ConsultantsBuckingham CC Thames Valley PoliceBurmah Castrol
C & J Clark Pension FundCadburyCanada Life
CanonCapitaCargill Pension Plan
CarlsbergCaterpillarCD Brammall Retirement Benefits Scheme
CemexCentricaChanel Limited Pension Plan
Cheshire Pension fundChristian SalvesenCIT (UK) Pension Scheme
CitibankCitibank Channel IslandsCitifinancial (AVCO)
Civil Aviation Authority Pension SchemeCivil Service PensionsClerical Medical
Clerical Medical (Edinburgh)Close TrusteesCoats
Cobham Pension PlanCoca ColaCombined Nuclear Pension Plan
Combined Pension SchemeCompass GroupConde Nast
Cooperative GroupCooperative Insurance SocietyCostain Pension Scheme
Country Wide AssuredCredit LyonnaiseCredit Suisse Group (UK) Pension Fund
Dairy CrestDanmore SSASDawsons International Retirement Benefits Plan
DB (UK) Pension SchemeDBCDebenhams
DeloitteDentonsDeutsche Bank Group International Pension Plan
Devon and Cornwall Police PensionDevon County CouncilDHandS
DHLDHL Group Retirement PlanDorset County Council
DP Pensions The Premier TrustDresser-Rand Pension PlanDS Smith Group Pension
DSG Pension TrusteesDuPontEast Riding Pension Fund
Eastern RailwaysEDF EnergyEDS Retirement Plan
EndeavourEnersys UK Pension SchemeEnvironmental Agency Pension Fund
EpalEquinitiEquitable Life
ESPSEssex County Council Pension FundEternit Pension Plan
Europe Arab Bank Pension SchemeEuropean Pensions ManagementExpat Pensions Parent
ExperianExpress Newspapers 1988 Pension FundFalkirk Council Pension Scheme
Falkirk Council Pension SchemeFDR Pension SchemeFenwick
FidelityFirefighters Pension SchemeFirst UK Bus Pension Scheme
Fluorocarbon Company Pension SchemeFM Insurance Company Limited Pension FundFNB International
FordFoster Wheeler Pension PlanFriends Life
Friends ProvidentFriends Provident Pension SchemeG4S Pension Scheme
GE Pension PlanGEC 1972 PlanGEC Plan
Gemplus Limited Staff Pension SchemeGRANYTE SURFACE COATINGS LTD PENSION SCHEMEGreater Manchester Fire and Rescue Service
Greater Manchester pension fundGSKGuardian
HalifaxHampshire County CouncilHanson
Hargreaves LansdownHaringey Council Pension FundHarmsworth
Harrods Group Pension PlanHarvestHBOS
Heidelburg Group Pension SchemeHeinzHertfordshire County Council Pension Fund
HewittHolbornHome Retail Group Pension Scheme
HondaHornbuckle MitchellHowden Joinery Pension Plan
HSBCHSBC Life (UK)HYPOVEREINSBANK (UK) RETIREMENT BENEFITS SCHEME
IAWs Group Pension SchemeIBC Vehicles Limited Pension PlanIBM
ICIICL Group Pension PlanIkea (UK) Limited Retirement Benefits Scheme
IMGIMI pensionsING
Inter Continental Hotels UK Pension PlanInterserve Pension SchemeInvensys
InvescoInvistaIPS SIPP
Iron TradersIrwin Mitchell Pension SchemeIsle of Wight Council Pensions
ITBITN Pension SchemeITT Industries General Pension Plan
ITVITWJackie Seely
Jaguar Pension PlanJames HayJessops
Jiffy and Ambassador Pension SchemeJLT Benefit SolutionsJohn Laing
John LewisJohnson and JohnsonJohnson Controls
Johnson Matthey Employees Pension SchemeJohnston Press Pension PlanJonhsons
JP MorganJPMC UK Retirement PlanJPMC UK Retirement Scheme
Kelda Group Pension PlanKent County CouncilKerry Retirement Benefits Scheme
Kier Group Pension SchemeKillickKingfisher Pension Trust
Kleinwort BensonL’Oreal (UK) LtdLand Rover
LEBC Group LimitedLeeds Building Society Staff Pension SchemeLegal and General
Legal and General Unit Trust Managers LimitedLeicestershire County CouncilLincolnshire County Council
LittlewoodsLiverpool VictoriaLloyds
LloydsTSBLondon Borough of Barking & DagenhamLondon Borough of Barnet
London Borough of Bexley Pension FundLondon Borough of EnfieldLondon Borough of Havering Pension Fund
London Borough of Hillingdon Pension fundLondon Borough of NewhamLondon Borough of Towers Hamlett Pension Fund
London Clinic Limited (1974) Retirement FundLondon LifeLondon Pensions Fund Authority
Lothian Pension FundlpfaLV Retirement Solutions
LV= Employee Pension SchemeManchester UnityMarks and Spencer
Marlborough pensionsMellon Defined Contribution SchemeMellon Defined Contribution Scheme
Mercedes Benz UK Ltd Pension SchemeMercer LimitedMerchant Investors
Merchant Navy Officer Pension FundMerchant Navy Ratings Pension FundMerrill Lynch (UK) Pensions
Merseyside Pension FundMetlifeMGM Advantage
MichelinMilk PensionMinebea UK Pension Scheme
MineworkersMitchells and ButlersMitel Networks Limited Family Security Plan
MMC UK Pension FundMNPAMolson Coors (UK) Pension Plan
Money ControlsMorgan SindallMorgan Stanley
Motor IndustryMotorolaMount Charlotte
MSD Pension SchemeMW PensionsMWH
myCSPNamulas SIPPNational Grid UK Pension Scheme
NationwideNatwestNCR
Nelson Hurst Group Pension SchemeNewsQuestNFU Mutual
NGA Northgate ArinsoNHSNILGOSC
Nippon Express UK LimitedNomuraNord Anglia Education Group
Norfolk Pension FundNorth East Scotland Pension FundNorth Yorkshire Pension fund
Northamptonshire Pension FundNottingham County CouncilNottinghamshire County Council
NPINSK Pension SchemeNufarm UK Pension Scheme
OrangeOxford University Press Group Pension SchemeP & O
PantheraParibas London Pension SchemeParker Hannafin
PearlPearl Group PensionPearson
Pension bankPension TrustPepsiCo
PersimmonPetroplusPeugeot
PGLPhilipsPhoenix
Pitney BowesPlumbing PensionsPointon York
PolestarPONL Pension SchemePress Association
Prosper de MulderProvidence CapitalPrudential
Prudential Staff pensionPSPSPunter Southall
R A Brand Pension SchemeRACRAF Pensions division
Railways Pensions SchemeRBSReAssure
Redbridge Pension FundReliance MutualReliance Security Group Pension Scheme
RentokilReutersRMIS
Rolls Royce Group Pension SchemeRoyal Bank of ScotlandRoyal County of Berkshire Pension Fund
Royal Liver AssuranceRoyal LondonRoyal Mail
Royal OrdnanceRoyal Scottish AssuranceRPC Containers Pension Scheme
RSPCARWE npower GroupRyder
SafewaySainsburySanlam
SantanderSAULSave and Prosper
Scottish and NewcastleScottish EquitableScottish Life
Scottish Public Pensions AgencyScottish WidowsSG UK
Shell Pensions TrustSiemensSIPP Centre SIPP
SIPP DealSkandiaSKF (UK) Limited Pension Plan
Smurfit Kappa UK Pension FundSocial Housing Pension SchemeSomerset County Council
Southwark CouncilSouth Wales Police AuthoritySouth Yorkshire Pensions Authority
Spirent Communications Staff PensionSpirit Group Retail Pension PlanSquare Mile
Square Mile ParentSt GeorgesSt Ives
St James PlaceStaffordshire County Pension FundStandard Chartered
Standard Life AssuranceStar GroupSuffolk County Council
Sulli NuilalaSun Chemical LimitedSun Life Financial of Canada
Surrey Pension FundSwan HillT D Waterhouse
T-mobile Pension SchemeTarmacTaylor Woodrow
Teachers PensionTeachers Superannuation SchemeTelegraph Pension Plan
Tesco Pension Trustees LimitedTFLThe Delta Pension Plan
The IAWS Group (UK)The Kodak Pension PlanThe Magnet Group Pension Scheme
The Marston’s PLC Pension and Life Assurance SchemeThe NAAFI Pension FundThe Wiggins Teape Pension Scheme
Thomas Cook Pension Trust LtdThornThreadneedle
ThyssenKrupp UK PLC 2006 SchemeTilneyTithebarn
TKM Pension SchemeTony PenmanTorfaen County Borough
ToshibaTowers WatsonToyota
Trafalgar HouseTransactTransport and Workers Union Superannuation Scheme
TRWTUI Pension Scheme (UK)Tyco
Tyne and Wear Pension FundUBSUnilever
United BiscuitsUnited GroupUnited Norwest Co-operative Employees Pension Fund
United UtilitiesUniversity of Manchester Superannuation SchemeUniversity of Warwick
University of York Pension FundValliantVinci Pension Scheme
Virgin moneyVodafoneVolkswagen Group
VolvoWeetabix Group Pension SchemeWentworth Employee Benefits Limited
WesleyanWest LBWest Midlands Pension Fund
West Sussex County CouncilWest Yorkshire Pension FundWestern United Group Pension Scheme
WhitbreadWHSmithWincanton
Wolseley Group Retirement Benefits PlanWolter Kluwer (UK) plc FSSWorcestershire County Council
Wyeth Group PensionXafinityYell
YSLZurich

 

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

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