Pensions Newsletter

Pensions Newsletter

Below you will find a list of our Pensions newsletters.

For more information contact pensions@SovereignGroup.com.

If you would like to receive the Pensions Newsletter by email, please fill in the form below:

Subscribe to the Pensions Newsletter
Sending


Issue 14 – April 2017

  • QROPS overseas transfer charge: QNUPS may be a good option
  • FCA pension transfer guidance
  • New flexible Guernsey plan
  • Defined benefit consultation paper issued
  • Hong Kong: a great base for Corporate Pensions
  • Transfer values stable in first Quarter 2017

Download


Issue 13 – November 2016

  • Sovereign SIPP now available
  • Ad hoc QROPS fees removed
  • New flexible Guernsey plan
  • Government abandons secondary annuities market plan
  • Further reduction in AIA Report Fees
  • Lifetime Allowance protection – online facility now available
  • Enhanced succession planning opportunities

Download


Issue 12 – April 2016

  • Flexible benefits in Guernsey
  • Pensions reliefs spared in UK Budget
  • Investment parameters extended to Guernsey pensions
  • Malta the preferred option
  • UK Lifetime Allowance Protection
  • New flat rate UK State Pension
  • Reduced fees for the PenTech AIA Programme

Download


Issue 11 – December 2015

  • International Pensions Expert Claire Du Feu joins Sovereign
  • Guernsey introduces flexibility of benefits
  • UK Pensions – restriction on tax relief
  • Middle East “Gratuity Liabilities” Seminar
  • Protection from April 2016 Lifetime Allowance reduction
  • Malta QROPS fees attractive

Download


Issue 10 – June 2015Issue 10

  • Gibraltar to consider Personal Pensions regulation
  • Temporary Suspension of the ROPS list
  • Timetable for Malta flexible benefits
  • Darren Whitley takes new role
  • PenTech to launch Pension Transfer solution

Download


Issue 9 – February 2015Issue 9

  • Flexible Pension Benefits and Temporary non-UK residents
  • Defined Benefit Transfer Guidance
  • Lifetime Allowance – International Enhancement
  • PenTech – New Rules to Increase
  • Guernsey to Allow Flexible Benefits

Download


Issue 8 – October 2014Issue 8

  • Increased pension flexibility could lead to rise in fraudulent activity
  • Gibraltar Income Tax Registration
  • Government of Gibraltar appoints PenTech as consultants
  • South Africa Retirement Forum
  • QROPS for UK resident members – Insurance Bond considerations

Download


Issue 7 – June 2014Issue 7

  • Why Isle of Man for QROPS?
  • Pension suitability reports
  • Maximum Capped Drawdown pensions
  • UK manufacturing sector pensions – regular health checks required
  • New Lump Sum Death Charge Calculator
  • Double Taxation Agreements — The devil is in the detail

Download


Issue 6 – March 2014Issue 6

  • How safe is the pensions lifeboat?
  • Budget 2014 – Pensions guidance
  • Programmed withdrawals
  • Pensions library at your fingertips
  • Heading to South Africa?
  • Thinking ahead – Sovereign’s new Succession Trust

Download


Issue 5 – February 2014Issue 5

  • Annuities under fire
  • Corporate Pension Schemes
  • Increased Gilt yields could make drawdown review worthwhile
  • Sovereign launches Centaurus Lite QROPS
  • Defined Benefit Pensions – Managing Expectations
  • UK Lifetime Allowance Protection

Download


Issue 4 – December 2013Issue 4

  • New quotation system and calculators
  • Matt Tailford appointed as Group Pensions Technician
  • Conservo International Retirement Plan
  • Autumn Statement
  • Critical Yield Calculations
  • New unauthorised transfer guidance

Download


Issue 3 – August 2013Issue 3

  • Long term care – alternative funding solution
  • Eamon Bermingham appointed as Director in Malta
  • Sovereign offers free transfers
  • Sovereign strengthens its association with International Adviser
  • Business opportunity – the importance of seeking advice when considering annuities
  • QROPS league tables may not be telling the whole story

Download


Issue 2 – May 2013Issue 2

  • Sovereign launches Malta QNUPS
  • Life bonds – caution required when considering lives assured
  • Pensions seminars
  • PCLS
  • Corporate QNUPS available from Sovereign

Download


Issue 1 – April 2013Issue 1

  • Maltese consultation document on personal retirement schemes
  • Sovereign’s Calpe Lite scheme widens investment options
  • Upcoming industry events
  • Sovereign Malta office move
  • The Dubai International Adviser Retirement Planning Forum
  • Sovereign to issue Money Purchase Illustrations to all pension members
  • French disclosures

Download


Share this story


Follow us

Sovereign Trust (Gibraltar) Limited
Tel: +350 200 76173