Overseas pension schemes

We have a team of experts who provide a specialist service to overseas pension providers who operate or who are looking to set up a pension scheme which can accept transfers from UK registered pension schemes.  Our services include the following:

  • Scheme set up – ensuring your scheme documents meet UK tax requirements for Qualifying Recognised Overseas Pension Scheme (QROPS) status
  • Tax compliance – help with ensuring compliance with ongoing QROPS reporting requirements
  • FCA compliance – advice on compliance with UK financial services regulation on matters such as promotion and marketing
  • Transfer processes – assistance with satisfying transferring scheme requirements


Notable deals / highlights:

  • Representing a large Australian super fund in discussions with HMRC regarding its compliance with QROPS conditions and changes to its scheme rules to reflect new UK regulations
  • Advising a leading independent international financial consultancy on compliance with and limiting risk exposure in relation to the new UK regulated activity of advising on the transfer of safeguarded benefits to overseas pension schemes
  • Advising a QROPS provider on compliance with new HMRC flexi-access reporting requirements 

Expertise spotlight

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