Overseas Trust & Pension is a specialist provider of international trust, retirement and pension solutions for both corporate and private clients.
Their aim is to meet the strategic financial requirements of clients while their focus is to protect, preserve and enhance client wealth. They achieve this by offering a broad range of award winning financial solutions catering for income, accumulation and succession of wealth from one generation to the next. Protecting clients’ wealth from threats such as tax, forced heirship rules, future claims and importantly geopolitical risk.
Founded in 2008 Overseas Trust and Pension was born out of the demand for international retirement solutions. These were developed in conjunction with Nedgroup Trust Limited (formally Fairbairn Trust Company), a registered Guernsey business which is ultimately owned by Old Mutual PLC which is FTSE 100 listed company.
In 2011 The Overseas Pension was recognised for the quality of its product and was awarded ‘Best QROPS Provider’ by the international publication Professional Adviser.
In 2012 the Overseas Trust & Pension was formed and acquired Kleinwort Benson’s international pension and portfolio trust business.
In 2016 they acquired Carey Pensions and Benefits Limited a long established and highly regarded provider of trustee and administration services for International Pensions and Benefit Trusts for corporate and private clients.
The combined business is home to over 10,000 clients and offers a very broad range of private client and corporate plans with circa USD 2.5 billion of assets under administration. This scale makes the combined business one of the top providers in the Channel Islands and gives access to a wealth of knowledge and experience.