UK Pension Transfer

Take Control Of Your UK Pension

Get your FREE detailed assessment and report on your UK pension and what it means to leave it, or transfer it to NZ.


free report e1532223395700
"Very thorough, professional and prompt service from the team at Charter Square. Thanks for making the bewildering world of pension transfers super simple."
bnett3 e1486887132164
Jules T
New Zealand

What is a QROPS?

In straightforward terms a QROPS is a pension scheme set up outside the UK that mimics a UK pension scheme, because it follows most of the same rules set in the UK. And because a QROPS mimics a UK pension scheme the UK authorities will allow people to transfer their pensions into them, provided that the QROPS agrees to some conditions. 

NZ's Largest Independent Transfer Specialist

We’ve worked with thousands of British expats and people that have lived and worked in the UK

The Experts In UK Pension Transfers

We have been transferring UK pensions to New Zealand for over 18 years having conducted thousands of pension transfers worth hundreds of millions of dollars.

Fully Independent QROPS Service

Charter Square is not tied to one NZ QROPS for doing our transfers. This is critical as it allows us to cover the market.​

Our facts

We are the largest independent transfer specialist.

$ 1 m

What we do

We understand that each client has a different set of circumstances and their pension transfer decision can only be reached by addressing the following key points:

A review of your UK pension entitlements

Review the financial impact of the transfer

Help recommend a receiving QROPS after full due diligence on that scheme

Assist with investment recommendations for you

Help recommend a receiving QROPS after full due diligence on that scheme

Facilitate the pension transfer

Who we are

ss e1530066371719

Simon Swallow (M.Com)

Director - Head Of Wellington Office

cf e1530066469999

Cambel Ferguson

Head of Auckland office

dr e1530066518770

Daniel Reid

Head of operations - Manchester

Get In The Know

Fill in the form to get your FREE comprehensive UK Pension report