Guernsey

Guernsey Pensions

Why Guernsey?

Guernsey is widely recognised as one of the world’s leading offshore financial services centres underpinned by the regulation of the Guernsey Financial Services Commission (GFSC). The island is home to many of the industry’s largest and well respected financial services institutions and is on the OECD’s “white list” of countries committed to a fair and transparent tax system.

Guernsey QROPS

  • Guernsey Benefit Election Form – Download

Guernsey QNUPS

Guernsey QNUPS at a glance

Investment Options Open architecture
Benefit commencement 55 – 75
Maximum Lump Sum 30%
Guernsey tax rate applicable to pension* 0%
Death Benefits 100% lump sum or survivor’s pension


*For non-Guernsey residents. The benefits may create a tax liability in the member’s country of residence.

  • Brock Personal Pension Plan Application Form – Download

International Retirement Plans

  • Joint International Retirement Plan – Download

Conservo International Retirement Plan

  • Conservo International Retirement Plan – Information Sheet – Download
  • Conservo International Retirement Plan – FAQ – Download
  • Conservo International Retirement Plan – Flyer – Download
  • Conservo International Retirement Plan – Flyer (South Africa) – Download
  • Conservo International Retirement Plan – Permissible Investments Summary – Download
  • Conservo International Retirement Plan – Fee Schedule – Download
  • Conservo International Retirement Plan – Application Form – Download
  • Conservo International Retirement Plan – Additional Contributions Form – Download

Old Mutual International Ltd – Forms

  • Old Mutual International – Change of Financial Adviser – Download
  • Old Mutual International – Request to pay fees to your financial adviser and fund adviser – Download


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