Approved by and compliant with UK and
Guernsey tax authorities.
Established under a Guernsey based
trust arrangement in a “tax neutral,” stable and reputable jurisdiction which
may appeal if you are unsure where you will finally settle when you take your
retirement benefits.
Access to independent UK qualified
and specialist tax advisers to ensure pension transfer is
suitable.
Liaison with former UK pension
provider to liquidate the UK pension and transfer into the
scheme.
Provision of on-going pension
administration and trustee services.
Arrangement of banking facilities for
custodian and execution services.
Access to a dedicated IT platform via
the website to allow you to monitor the performance of your investments,
download statements and forms.
Your pension assets are managed on a
non-discretionary basis by independent financial
advisers.