UK FCA advice sorted!

If you’ve got a UK pension you want to transfer and: that pension has guaranteed benefits; and, a total transfer value over £30,000, you must receive UK FCA advice before the transfer can go ahead.
Without UK FCA advice you can’t transfer. FCA regulated advisers prepared to do UK to NZ transfers are hard to come by. Finding them yourself is time consuming, you can end up paying much more than you should, you have to pay for the advice upfront and there are no guarantees the work will be done on time. Worst still you’ll spend endless hours on the phone to the UK, firstly securing an FCA adviser, then finding a way to pay them up front and after that chasing them to get your UK FCA advice on time. It is getting harder and more expensive to find UK FCA advisers prepared to help you with transfers.

That’s why people work with us

We make it easy for you to get UK FCA advice by working with a range of FCA registered advisers that are qualified and experienced in generating UK FCA advice for international clients. When you use us you can be assured that we:

  • Can work to extremely short deadlines
  • Ensure you pay the lowest fees UK FCA advice fees possible
  • Do not require you to pay any upfront fees for your UK FCA advice – the fees taken out of your transferred pension. Meaning you don’t need to dip into your pocket
  • Synchronise the New Zealand and UK ends seamlessly to get you your UK FCA advice on time
  • Help you understand the implications of the UK FCA advice
  • Ensure that your UK pension scheme is completely happy with the process and will sign-off on your pension transfer if you go ahead

So contact us now and get your UK FCA advice sorted!


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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