About us
Experts in International Trusts, Retirement and Employee Benefits
We’re a specialist provider of international trust, retirement and pension solutions. Our aim is to meet the strategic financial requirements of clients, while our focus is to protect, preserve and enhance client wealth.
We achieve this by offering a broad range of award-winning financial solutions catering for income, accumulation and succession of wealth from one generation to the next. Protecting clients’ wealth from threats such as tax, forced heirship rules, future claims and importantly geopolitical risk.
A world class approach
Service
We deliver an efficient, accurate, reliable and expedient service supported by dedicated and experienced administrators.
Security
Our products and services are offered from highly regulated jurisdictions and our partner firms are of the highest quality and include FTSE100 companies and global brands.
Support
We provide dedicated technical support and have specialist knowledge on the regulations, application and structuring of international pensions, trusts and employee benefit solutions.
Why Us?
1. Specialist
We focus solely on trust, pension, retirement and employee benefit provision. This means our knowledge, expertise, products and operational capability are all aligned to what we do.
2. Experience
We have extensive experience in administration and development of international solutions for private and corporate clients.
3. Independent
We are independent which means the decisions we make are not influenced by the requirements of a larger group or shareholder.
4. Security
Being a Guernsey based company, our clients get the comfort of a well regulated and highly respected jurisdiction and what it brings in terms of safeguarding clients wealth.
5. Service
We have dedicated teams providing administrative and technical support on our products and services. A clear point of contact and support makes us an easy to deal with firm.
6. Range
We offer a broad yet specialist product range which has been developed specifically to meet the needs of private and corporate clients. This results in high quality, effective and relevant solutions for clients and advisers.
7. Relationships
We respect the client/adviser relationship.
8. Support
We understand the need to support and work with advisers and clients. We assist them in a range of areas from technical, training, solution development and providing of information.
9. Future proof
We have a programme of continual improvement and development which means we constantly develop our systems, processes, people and products.
A history of innovation
2006
The OPES International Retirement and Savings Plan International was launched.
2008
The Overseas Pension was established in 2008 and was born out of the demand for international retirement solutions and in particular Qualifying Recognised Overseas Pension Schemes (QROPS) and Qualifying Non-UK Pension Schemes (QNUPS).
2011
Solutions were developed in conjunction with Nedgroup Trust Limited (formally Fairbairn Trust Company), a registered Guernsey business which is ultimately owned by Old Mutual PLC which is FTSE 100 listed company. In 2011 The Overseas Pension was recognised for the quality of its product and was awarded ‘Best QROPS Provider’ by the international publication Professional Adviser.
2012
The Overseas Pension Company was brought together with Kleinwort Benson to form Overseas Trust and Pension Limited.
OTAP regulated by the Guernsey Financial Services Commission (GFSC).
2014
OTAP launched the International Pension Plan designed to provide a highly tax-efficient retirement plan for UK expatriates resident in Spain.
OTAP opens Office in South Africa.
2016
OTAP Regulated by the Financial Services Commission Authority (FSCA) in South Africa.
OTAP acquired Carey Pensions and Benefits Ltd (CPBL).
2017
OTAP launched ACCESS, which is our low-entry Product option available across our range of products.
2018
Launch of ELEMENTS International Pension Plan.
OTAP's Market Share in the South African market exceeds 80% with Product of Choice with domestic advisers.
OTAP Co-Founder named in Top 100 most influential people in his sector.
2019
OTAP Co-Founder named in Top 100 most influential people in his sector.
2020
2023
At a glance
- Overseas Trust & Pension Limited (OTAP) is a Guernsey based and regulated trust company, registration number 55506.
- We are regulated by the Guernsey Financial Services Commission (GFSC) - number 2101366 and the Financial Sector Conduct Authority (FSCA) in South Africa - FSP number 47261.
- We administer solutions for 6,000 individuals and corporations.
- Our clients include private individuals and corporations from more than 121 countries.
- All client monies are held in segregated accounts with independent custodians, life companies or banks for transparency and customer protection.
- Our partner firms include multinational life companies, international banks and top advisory firms from around the world.
- We work with over 230 financial advisory groups across the world.
- Grant Thornton are our independent auditors.
- The Founders and Directors of OTAP are highly respected individuals with a wealth of expertise and experience in the pensions and financial services industry.
How can we help?
Discover more about how we help clients protect, preserve and enhance their financial future.