Investments
The Overseas Pension QROPS allows you to invest through an extensive range of investment platforms and discretionary portfolio managers. Your advisers/investment managers will be able to invest your pension fund in various asset classes and investment vehicles including but not limited to:
- Cash accounts.
- Gilts and bonds.
- Shares (equities).
- Unit trusts, Investment trusts, OEICs, Exchange traded funds, etc.
- Life Company Offshore Bonds
- Investment Property (via an offshore company which can be provided by Fairbairn Trust Company Limited)
One of the advantages of using The Overseas Pension QROPS is the option to transfer assets in-specie.
The Overseas Pension offers several investment options depending on your circumstances:
Advised
Your professional adviser will have a variety of investment (wrap) platforms available including but not limited to: Transact, Skandia, Focus, Novia etc


Focus Platform


Discretionary
For clients with, or clients of, discretionary investment managers we are pleased to offer The Overseas Pension QROPS subject to our normal due diligence procedures. Fairbairn Trust Company Limited already has many arrangements in place so feel free to call us and see if your investment manager is already on the "approved" list or would be eligible for inclusion.
If you do not have a discretionary investment manager we would be delighted to introduce you to a reputable UK regulated firm with experience in managing money for overseas clients.
Specialist
If you have specific investment requirements such as direct investment in land or property, please contact us.
Greater investment flexibility is available on non-UK tax relieved funds; interestingly this opens up the possibility of investing in residential property.
