cslogo THE PROCESS: Involves Financial Advisors, Charter Square and the Scheme

Charter Square operates an efficient transfer process aimed at keeping every party informed at every stage in the pension transfer.

 

There are eight effective steps in a pension transfer:

  • Establishing our relationship with you
  • Discussing your UK pension and the high level aspects of a transfer to New Zealand
  • Completion of Charter Square documentation
  • Requesting your scheme information and providing your UK pension report
  • Financial advice
  • Transfer process
  • Disbursement and unitising of funds, reporting
  • Ongoing monitoring of your New Zealand scheme

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