We’re specialists in bringing UK Pensions to New Zealand

i-Select is built on considerable New Zealand-based expertise, drawing on not only extensive experience of superannuation scheme management but also a thorough understanding of the tax regimes in the UK and New Zealand.

About Us

i-Select is one of the leading managers of New Zealand-based QROPS registered superannuation schemes, helping members save for and enjoy the benefits of their retirement. We have been establishing QROPS Schemes since 2006, when the rules were first introduced.
Qualifying Recognised Overseas Pension Schemes (QROPS) must meet the stringent standards set by Her Majesty's Revenue & Customs (HMRC). i-Select’s expertise in this area is based on considerable experience of superannuation scheme design and management, and a thorough understanding of the tax regimes in the UK and New Zealand.

Key Staff

Chris Heffernan
Chris Heffernan
CEO

A UK Chartered Tax Adviser, Chris is one of the country’s leading taxation experts in this niche area, with a long connection to the financial services profession, taxation and UK pension transfers.

Karen Johnston

Compliance Manager

A Chartered Accountant, Karen oversees the management of compliance, accounts, projects and audits while helping develop new and innovative products.

Melissa Wilson

Risk Manager

A Chartered Accountant and Certified Fraud Examiner, Melissa works closely with the Compliance Manager to identify and contain risks within the schemes.

Robyn Galletly

Administration Manager

Provides dedicated service and support resources to members and advisers. The scheme is recognised for its highly efficient administration and friendly, responsive service.

Helena Richan

Administrator

Assists the Administration Manager in providing dedicated service and support to members and advisers. Principal SMS Administrator.

Lorraine Brock

Administrator

Principal Tax Administrator within i-Select Tax and assists the i-Select Administration Manager in providing dedicated service and support to members and advisers.

Directors

Chris Heffernan
Chris Heffernan
Director & CEO

Chris is a UK Chartered Tax Adviser, a Fellow of the Association of Taxation Technicians (UK), and has the UK financial services qualification Cert(PFS)(UK). He is a member of the Chartered Institute of Taxation (UK), the Association of Taxation Technicians (UK), the Personal Finance Society (UK – part of the Chartered Insurance Institute), and the Institute of Financial Advisers (NZ). He has been a practising tax adviser for over 30 years, and has been closely involved in the financial services industry for 25 years. Chris practised in the UK for 21 years before moving to New Zealand in 2003 to work in both UK and New Zealand taxation and financial services.

Gary Leech

Director & Chairman

Gary has been a Chartered Accountant for over 40 years. He was the longest serving member of the Disciplinary Tribunal of the Chartered Accountants Association Australia and New Zealand, and is now a member of the Institute Appeals Council. Early in his career, Gary rose to be the International Treasurer of the Junior Chamber International and over the course of his career, has acquired a wealth of experience in strategy and governance, sitting on the board of many listed companies and holding a number of directorships. He is also a professional director and Accredited Fellow of the Institute of Directors.

Richard Austin

Director

Richard is a Chartered Accountant who not only advises high net-worth clients, but is also directly involved in mergers, acquisitions and private equity investing. In addition to this, he also advises a number of charitable organisations about investment strategies, portfolio structuring and management matters. A director of a number of companies, in a diverse range of industries, Richard’s past roles include Chief Investment Officer at Gould Holdings Ltd and General Manager of Financial Advisory and Funds Management at Perpetual Trust. Currently, he holds directorships at various companies including Business Mentors NZ Ltd and iQ2 Private Wealth Ltd.