Client Area

Overseas Trust and Pension is a specialist trust, retirement and pension company that is dedicated to protecting and enhancing our clients' wealth. We achieve this by offering an innovative range of financial services to meet our clients' objectives, including: wealth accumulation, income in retirement, inheritance and the protection of your wealth from threats such as tax and creditors.

We hope you find this online service helpful to obtain information about your plan. If you have any questions please contact us on:

T. + 44 (0) 1481 723 030

The office is open from 9am - 5pm GMT - Monday - Friday


Important: Valuation and Transaction Information

Please note that we can not guarantee that the information published on this website is accurate or up to date. Detailed valuations can be requested from the underlying investment provider(s). At present not all of the products offered by Overseas Trust and Pension are supported by this online service.


Please Note: For COPIA and OPES products, web access is temporarily unavailable pending a system upgrade. Current valuations are available from bond providers however if further assistance is required, please email