FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

Consumer
Share

Pensions

London town

General comparison between QROPS for UK residents and non-residents

This tables shows a broad comparison of benefits (or not) of QROPS for UK residents and non-residents compared to a standard UK registered pension scheme. Topic:QROPS & QNUPS
Pen and cards

Bankruptcy and pension scheme benefits

This article outlines the impact on an individual’s pension benefits if they are declared bankrupt. Topic:Planning Solutions
Open book

Comparison of QROPS jurisdictional rules

This table gives a broad comparison of some of the benefits and taxation rules that can be taken from a QROPS that would apply in certain jurisdictions. This is not a comprehensive list. Topic:QROPS & QNUPS
Analysis

QROPS rules and reporting

How an overseas pension scheme can qualify as a QROPS, what undertakings such schemes must make to UK HM Revenue & Customs and the requirements on UK registered pension scheme transferring pension funds to QROPS. Topic:QROPS & QNUPS
Handing over papers

Fixed and Individual Protection 2016

With the lifetime allowance reducing from £1.25 million to £1 million on 6 April 2016, what new protections will be available for members of a pension scheme to help protect the savings that they have already built up? Topic:Lifetime Allowance
Ballot Box

QNUPS – your questions answered

This article aims to provide generic information for financial advisers about the features of overseas pension schemes that also meet the Qualifying Non-UK Pension Schemes regulations. Topic:QROPS & QNUPS
Coloured Housing

Overseas pensions and QROPS requirements

The impact on clients holding overseas pensions that previously met the Qualifying Recognised Overseas Pension Schemes requirements, but subsequently no longer meet the requirements to be a Qualifying Recognised Overseas Pension Scheme. Topic:QROPS & QNUPS
Coins

Transfers into QROPS

This article aims to provide areas for financial advisers to consider when advising clients on transferring a UK pension into a Qualifying Recognised Overseas Pension Scheme. Topic:QROPS & QNUPS
Presentation

QROPS – the reasons why

This article explains the customer benefits of investing into a Qualifying Recognised Overseas Pension Scheme (QROPS). Topic:QROPS & QNUPS
QNUPS and UK IHT

QNUPS and UK IHT

This article explains what Qualifying Non UK Pension Schemes are and the current UK inheritance tax position for these schemes. Topic:QROPS & QNUPS

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.