Overseas Trust and Pension would like to extend a warm welcome following the acquisition of Carey Pensions and Benefits earlier this year.
The combined business operates under the Overseas Trust and Pension name and brings together two well respected and regulated Guernsey firms who share an ethos for client service and product innovation, making us one one of the largest pension providers in the Channel Islands.
Overseas Trust and Pension is a specialist trust 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
Information on valuations
Please note that for certain investments e.g. life insurance bonds and fixed term deposits the valuations will show the latest information we have received. This information could pre-date today's valuation by several months. We endeavour to update your value as soon as possible after receiving an updated valuation from the Investment provider. At present not all of the products offered by Overseas Trust and Pension are supported by this online service.