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Platform partners with international advice network

By Robbie Lawther, 11 Feb 20

White label Sipp will bolster firm’s offering for US expats around the world

Advice network Beacon Global Group has partnered with platform Novia Global to expand its offering for its US expats globally.

The firm has selected Novia to provide a white label version of the Novia Global International Self Invested Personal Pension (Sipp) for its advisers around the world.

Comprising over 50 adviser firms, the Sipp will be Beacon Global Advisor Network’s recommended retirement solution for both US and non-US advisers.

Joby Gruber, group president of Beacon Global Group, said the firm “remains uniquely positioned at the centre of a series of global relationships to provide cross border solutions”.

“The Novia Global International Sipp dramatically extends our value proposition and we look forward to growing this relationship with them,” he added.

Formed in 2010, Beacon Global Group was set up to help financial services companies around the world better serve US expats with financial assistance while living and working abroad, especially with complications brought about by the Foreign Account Tax Compliance Act (Fatca).

International Adviser recently reported that Malta and Guernsey-based Trireme Pension Services unveiled an international Sipp designed for UK citizens living abroad.

Tags: Beacon Global | Expat | Novia | Sipps | US

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.