FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Brochures and Sales Aids

Following the UK Budget and the introduction of a 25% charge on transfers to QROPS, we are working through the detail and reviewing our literature. Please visit the Knowledge Direct section of our website in the meantime to read more about the latest changes impacting QROPS.

  • QROPS brochure - Take your pension away with you

    Client brochure promoting the benefits of QROPS.

    Download
  • QROPS the basics

    Client-facing sales aid explaining the basics of a QROPS.

    Download
  • QROPS Matrix - trustees with preferred rates

    This matrix shows the charging structures offered by the named trustees when using an Old Mutual International Isle of Man or Old Mutual International Ireland portfolio bond as the sole investment of their schemes. 

    Download
  • QNUPS brochure 'for a flexible future'

    The brochure provides the benefits of a Qualifying Non-UK Pension Scheme.

    Download
  • QNUPS at a glance

    This at a glance document highlights the benefits of a Qualifying Non UK Pension Scheme (QNUPS).

    Download

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