Overseas Trust & Pension is a specialist provider of international trust, retirement and pension solutions for both corporate and private clients.
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.
We deliver an efficient, accurate, reliable and expedient service supported by dedicated and experienced administrators.
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.
We provide dedicated technical support and have specialist knowledge on the regulations, application and structuring of international pensions and benefit trusts for corporates and retirement plans and trusts for private clients.
Overseas Pension was established in 2008 and was born out of the demand for international retirement solutions.
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.
In 2012 the Overseas Trust & Pension was formed and acquired Kleinwort Benson’s international pension and portfolio trust business.
In 2016 we acquired Carey Pensions and Benefits Limited a long established and highly regarded provider of trustee and administration services for International Pensions and Benefit Trusts for corporate and private clients.
The combined business is home to over 10,000 clients and offers a very broad range of private client and corporate plans with circa USD 2.5 billion of assets under administration. This scale makes the combined business one of the top providers in the Channel Islands and gives access to a wealth of knowledge and experience.