QROPS
This article aims to provide generic information on how an overseas pension scheme can qualify as a Qualifying Recognised Overseas Pension Scheme, what undertakings such schemes must make to UK HM Revenue & Customs and the requirements on UK registered pension scheme transferring pension funds to Qualifying Recognised Overseas Pension Scheme.
This article explains 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.
More QROPS articles
- QROPS - the reasons why
This article explains the customer benefits of investing into a Qualifying Recognised Overseas Pension Scheme (QROPS).
- QROPS - Your questions answered
This article aims to provide generic information for financial advisers about the features of Qualifying Recognised Overseas Pension Schemes, transferring into Qualifying Recognised Overseas Pension Scheme and tax reporting to UK HM Revenue & Customs.
- Transfer Value Analysis System reports
This article explains what transfer value analysis system reports are, their purpose and when you may need to obtain one in connection with a Qualifying Recognised Overseas Pension Scheme.
- Transfers into Qualifying Recognised Overseas Pension Schemes - things to consider
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.
- Retirement calculator
A calculator to help with retirement planning
- Qualifying Recognised Overseas Pension Schemes and Chargeable Events
This article explains our UK tax reporting obligations as an offshore insurance company in respect of Qualifying Recognised Overseas Pension Schemes investing into our offshore bonds. It also explains our understanding of the taxation of the offshore investment bond held by a Qualifying Recognised Overseas Pension Scheme where the member has subsequently become UK resident.
- Consolidating your client's UK pension funds whilst they continue to save for their retirement
This article is intended for use with non-UK resident clients with UK pensions, who intend to remain permanently and retire outside the UK.