The Facts
Is it compliant?
Yes, in every sense of the word! The Interim Executives Group Pension Scheme is the result of several years’ extensive development, considerable financial investment and diligent commitment to ensure its compliance with all known regulations and legal requirements within the respective jurisdictions, simply to bring it to market.
Is it approved?
All the elements of the Scheme have been granted the respective jurisdictional approvals, including HMRC QROPS (Qualifying Recognised Overseas Pensions Scheme) status.
How is the Scheme administered?
Day to day administration is controlled by our experienced team of pensions specialists employing our own bespoke back-office software system.
How are the funds managed?
As a member of an Interim Executives Group Pension Scheme, you have the option to choose whether you retain the status quo with your existing fund managers and/or advisors, or take advantage of our appointed Trustee’s approved list of fund managers. The choice is yours!
Do I qualify?
There is a minimum requirement in terms of pensions, cash and in-specie assets in order to qualify to become a member of the Interim Executives Group Pension Scheme. These include, for example, residential and commercial property, fine arts, vintage cars, charter yachts, antiques, buy-to-lets, second homes, unit trusts, tradable shares and cash, in total, worth a combined minimum of £1 million.
Of course, the value of assets will vary considerably from one client to another. However, from the moment you register to become a member, you can be assured that all personal information you provide will be handled confidentially. Such information will also enable us to provide a bespoke solution to your circumstances. An essential part of this process will be the need to enter into a non disclosure and confidentiality agreement. This is designed to protect the commercial interests of both parties and is your assurance that the details you provide are safe.
How do I join?
Providing you meet the minimum requirements outlined, you will be invited to participate in the Interim Executives Group Pension Scheme. You will be pleased to know that any existing arrangements you may have with your own appointed Financial Advisers will not be disrupted, if that is how you choose to proceed. In fact, we welcome the opportunity to work alongside your preferred advisers so that, between us, we can work in harmony to achieve your long term goals, with you and your beneficiaries in mind.
