Existing arrangements.

Regular

It is quite likely that you already have entered into either contractual or non-contractual expat pension or savings plans with one or more offshore product providers such as Royal Skandia, Scottish Provident, Old Mutual, Royal & Sun Alliance, Generali, Sun Alliance, Sun Life, to name but a few.

You may prefer to increase contributions to this plan rather than establish a new plan and, we have good news. Most product providers will allow us to offer you similar enhancements to those available for new plans shown in this website.

You will need to contact us for details, giving us the name and policy number of your existing arrangements together with the name of the product provider, the start date and the maturity date.

Alternatively, go to our Client Profile to send us a detailed account of your situation

Lump Sum

Additional offshore investment to already established lump sum products, particularly offshore insurance bonds and portfolio bonds can benefit from our enhanced allocations and sometimes from the reduced charging structures.

You will need to contact us for details, giving us the name and policy number of your existing arrangements together with the name of the product provider, the start date and the maturity date.

Alternatively, go to our Client Profile to send us a detailed account of your situation