QROPS

How do I transfer my frozen pension into a QROPS?


There are four distinct phases:

1) Initial meeting with an Alliance consultant to complete a confidential fact find and the necessary authorities to obtain the deferred pension values.

2) Requests for deferred pension values are submitted to the pension companies, their responses collated and, where appropriate, actuarial reports prepared.

3) Further meeting with your Alliance consultant to discuss the report and agree the most appropriate QROPS. Complete application form for the QROPS and instructions to the pension companies to transfer the values to the QROPS.

4) On receipt of the funds into the QROPS agree the investments to be made and instruct the Trustees

 

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