Key Features & Benefits

Key benefits for you, the Advisor:

• Advise on your clients’ pension assets, wherever they currently live or move to
• Upfront commissions & ongoing quarterly remuneration
• A provider of wealth management services with financial stability
• Competitively priced

Key benefits for your clients:

• Pension income paid without the deduction of income tax (excluding Guernsey residents)
• No capital gains tax or income tax charged on the assets within
  the Plan
• UK pension transfers to an offshore plan
• Estate, domiciliary & succession planning opportunities
• Tax planning opportunities
• Consolidation of a Member’s UK pensions in
  an offshore structure with no cap on transfer
  value or contribution levels
• Competitive pricing
• Diverse investment options including choice
  of base currency – £, € or US$
• Long established pension scheme with
  experienced administrators from a well
  regulated jurisdiction

Eligibility

Anyone over the age of 18 and under
the age of 75 years is eligible to join
the Plan, excluding Jersey, US and
Canadian nationals or residents.

UK residents will only be eligible
to join the Plan if they have clear
intention to become non‑UK
resident within 12 months.