Concept Group
Guernsey’s perplexing pension transfer problem
Tug of war means clients can struggle to move their retirement pots
Sovereign acquires Gibraltar book from Concept
Sovereign Group has acquired the pensions business of Concept Trustees (Gibraltar), including all of the pension schemes under the Aurora Europa brand, from Concept Group.
PEOPLE MOVES: Standard Life, Quilter Cheviot, Crowe CW
Standard Life’s chief executive for UK and Europe Pensions and Savings is to retire, with Quilter Cheviot’s chief executive announcing similar plans. Audit, tax and advisory firm Crowe Clark Whitehill sadly announced on Friday that its national head of private clients has died.
Concept Group launches ‘low cost’ Guernsey trust product
International pension provider Concept Group has launched an estate planning product which uses a Guernsey discretionary trust arrangement to wrap investment portfolios in a “cost efficient” manner.
People Moves | 19 Nov 15
Guernsey Finance appoints Lyndon Trott chairman
The board of Guernsey Finance has appointed Lyndon Trott as chairman, effective from 1 December. Trott replaces Jim Gilligan, who is retiring having held the position since 2006.