Start the process

Once you have contacted us, we will match you with the right advisor based on where you want to live and ultimately retire.

Alternatively, if it is more convenient for you, have one of our advisors call you to have an initial chat and assessment over the phone. From there you will have more information on whether QROPS is the recommended way for you to proceed.

We take a global view on what you do with your pension savings, and the process has five steps:

Determine your current situation Your financial advisor will work out your financial situation by looking at your income, savings, living expenses and pension situation.
Develop financial goals Your financial advisor will help you to plot out your end-goal with clear timeframes. Once you know where you want to go, it’s a lot easier to plan how to get there.
Evaluate options Every financial decision carries a consequence. Your financial adviser will help you evaluate any risks with particular financial investments and arrive at the right one for you.
Start the process and apply for QROPS If you decide that a QROPS is right for you, your financial advisor will help you with all the necessary administration. Your money should be offshore, where you want it, within two to three months.
On-Going Support and Advice Your adviser will keep you up-to-date on a monthly basis with how your QROPS are progressing towards reaching your agreed financial goals.