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Five tips to consider when using an overseas pension

28 Apr 17

Given the recent dramatic changes to rules governing overseas pension transfers, Martin Hall, the director of Isle of Man-based pension provider Optimus, gives his tips on what to consider when using an international pension scheme.

5. It's a pension
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5. It's a pension

Most importantly, this is your client’s pension and part of their retirement – so it has to look, feel and be treated like one.

Tags: Qnups | Qrops

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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.