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Expat Pension Transfers

IIP recognise the importance of providing the international adviser easy access to the pension transfer market. We have registered a number of providers with our platform and will continue adding providers on an ongoing basis.

For ease of use we have provided you with a library of downloadable literature available from each of the registered providers.

Qrops & Sipps at a Glance

Trustee Plan Name Type jurisdiction Conditions min max Establishment Fees Annual Fees Additional Transfer in
Castle Equus Silver Qrops Gibraltar Life Company 20k 100k £ 350.00 £ 500.00 N/A
Castle Equus Silver Qrops Gibraltar Life Company 20k 100k £ 350.00 £ 500.00 £ 350.00
Castle Equus Silver Qrops Gibraltar Life Company 20k 100k £ 350.00 £ 500.00 £ 350.00
Castle Equus Silver Qrops Gibraltar Life Company 20k 100k £ 350.00 £ 500.00 £ 350.00
Castle Equus Silver Qrops Gibraltar Life Company 20k 100k £ 350.00 £ 500.00 £ 350.00
Castle Equus Silver Qrops Gibraltar Life Company 20k 100k £ 350.00 £ 500.00 £ 350.00

SOVEREIGN GROUP SCHEMES

QROPS

  • Sovereign Group Gibraltar - The Calpe Retirement Benefit Scheme
  • The Calpe Retirement Benefit Scheme Information Sheet Click here
  • The Calpe Retirement Benefit Scheme Application Form (interactive version) Click here
  • The Calpe Retirement Benefit Scheme Application Form (PDF format) Click here
  • Scheme Particulars Click here
  • Government of Gibraltar Form Click here
  • The Calpe Benefit Election Form (PDF format) Click here
  • APSS Forms
  • APSS-262 (There is a transitional period up until 12 October 2013) Click here
  • APSS-263 (There is a transitional period up until 12 October 2013) Click here
  • Calpe CA1890 Form Click here
  • Gibraltar Lite QROPS – The Calpe Lite Retirement Benefit Scheme for Pensions less than £100,000
  • The Calpe Lite Retirement Benefit Scheme Information Sheet Click here
  • The Calpe Lite Retirement Benefit Scheme Application Form (interactive version) Click here
  • The Calpe Lite Retirement Benefit Scheme Application Form (PDF format) Click here
  • Scheme Particulars Click here
  • Government of Gibraltar Form Click here
  • Calpe Lite Benefit Election Form Click here
  • APSS Forms
  • APSS-262 (There is a transitional period up until 12 October 2013) Click here
  • APSS-263 (There is a transitional period up until 12 October 2013) Click here
  • Calpe Lite CA1890 Form Click here
  • Malta QROPS – The Centaurus Retirement Benefit Scheme
  • The Centaurus Retirement Benefit Scheme Information Sheet Click here
  • The Centaurus Retirement Benefit Scheme Application Form (interactive version) Click here
  • The Centaurus Retirement Benefit Scheme Application Form (PDF format) Click here
  • Scheme Particulars Click here
  • The Centaurus Benefit Election Form Click here
  • Centaurus Application Form for Irish pension transfers
  • Malta Application Form For Non UK Pensions - Available by request only
  • Malta QROPS – The Centaurus Lite Retirement Benefit Scheme
  • The Centaurus Lite Retirement Benefit Scheme Application Form (interactive version) Click here
  • The Centaurus Lite Retirement Benefit Scheme Application Form (PDF format) Click here
  • The Centaurus Lite Scheme Particulars Click here
  • The Centaurus Lite Scheme Information Click here
  • The Centaurus Lite Benefit Election Form Click here
  • Centaurus Lite Application Form for Irish pension transfers
  • Malta Application Form For Non UK Pensions - Available by request only
  • Isle Of Man QROPS – The Aegean Personal Pension Plan
  • The Aegean Personal Pension Plan Information Sheet Click here
  • The Aegean Personal Pension Plan Application Form (interactive version) Click here
  • The Aegean Personal Pension Plan Application Form (PDF format) Click here
  • The Aegean benefit election form (PDF format) Click here
  • Scheme Particulars Click here
  • Isle Of Man QROPS – The Aegean Lite Personal Pension Plan
  • The Aegean Lite Personal Pension Plan Information Sheet Click here
  • The Aegean Lite Personal Pension Plan Application Form (interactive version) Click here
  • The Aegean Lite Personal Pension Plan Application Form (PDF format) Click here
  • The Aegean Lite benefit election form (PDF format) Click here
  • Scheme Particulars Click here

CASTLE TRUST GROUP

HARBOUR PENSION - MALTA

GOWER HORIZON PENSION - GIBRALTAR

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