QROPS Transfer Analysis

Our most recently launched tool provides a calculator for Defined Benefit and Money Purchase Transfers from UK pension schemes to a chosen QROPS.

• Users have the ability to build their own underlying investments
• Trust Company products with the relevant charges can be built
• Add your own choice of jurisdictional information within the Personal Settings area.
• Use own Trust Company wrappers alongside the life bonds and providers held and maintained by us within the calculator, creating a tool fully tailored to the users needs.

We have the following underlying investment vehicles available within our QROPS calculator, click on the Provider names below to reveal the investments and charging structures available:

AXA IOM

Evolution Bond Guided Architecture Charging Structure B,C,D,F,G
Evolution Bond Open Architecture Charging Structure B,C,D,F,G

Novia

General Investment Account

Royal Skandia                                                         

EIA/EIB/ERB with Charging Structure A ( Fixed 8 Year Term)    
EIB/ERB with Charging Structure A                                            
EIB/ERB/EIA with Charging Structure B
EIB/ERB/EIA with Charging Structure C
Managed Capital Account

Skandia Investment Solutions

Collective Investment Account

Transact

General Investment Account