over
5,000
transfers
worth
$600m
transferred
from
800
global providers
Charter Square has transferred to over ten major schemes in New Zealand. This is critical as it allows clients to see more than one option. However, because of the volume of transfers that we conduct we can get better deals for our clients when it comes to negotiating with the New Zealand schemes. The benefits of using Charter Square and our financial adviser partners can include waiver of entry and exit fees, purchasing power discounts on fund management fees, and the knowledge that you get post transfer service including regular updates on issues effecting you and your previously transferred funds.
Recognised as pension transfer specialists – consulted for advice on tax related matters by the NZ government and tax department.
Our in-depth knowledge of regulations and laws across multiple jurisdictions allows us to provide tax savings to our clients.
We have established working partnerships with financial advisory firms and investment companies worldwide.
Director – Head of Wellington Office
I started Charter Square in 2000 in London and never looked back. I believe everyone should make decisions based on all the available information, that’s why I work tirelessly to understand the QROPS market in New Zealand and the legislation surrounding it. I turn that knowledge into actionable strategies for our clients, no matter how big or small their pension transfer. I understand it’s your financial future and you want to make the most of it, everything that I do for you adheres to that principle. I have gone to bat for fairness in pension transfers with the NZ government, the IRD and FMA and am regularly consulted as ‘the expert’ in pension transfers by the press. When you work with me you’ll really discover the world of possibilities for your UK pension.
Contact me directly
simon.swallow@chartersquare.co.nz
p: +64 4 212 4970
Head of Auckland Office
I joined Charter Square in 2013. I have a real passion for delivering the very best service to my clients. I’m a firm believer in no nonsense, clear and regular communications as the best way to build trust with my clients while I work with them. As a transactional business we operate within some very prescriptive regulatory frameworks I believe its crucial I get the message right first time. Working with me on your pension transfer you’ll know you have the best alongside you for this interesting and ultimately financially rewarding journey and I very much look forward to working with you to help you discover how having your UK pension in NZ can benefit you.
Contact me directly
cambel.ferguson@chartersquare.co.nz
p: +64 9 378 1666
m: +64 21 663109