Say "yes" to pension transfer enquiries with confidence
Add i-Select to your adviser toolkit for seamless UK Pension transfers.
No changes to your business model required.
Seamless solutions for bringing your clients' pensions to NZ
Our pension transfer service are designed to be easy for your client,
and easy to add to your existing service offering.
A QROPS that wraps around your existing portfolio service
i-Select Superannuation Scheme: A QROPS pension transfer scheme that operates on your platform, with your advice, and with your investment selection. It's a simple, efficient solution for supporting clients looking for the familiar.
Help your non-resident clients with a well-suited pension transfer option
PIE Superannuation Scheme: A superannuation scheme for non-resident clients needing tax-efficient pension transfers and consolidation.
Request NHS and state sector pension transfers
i-Select International Occupational Superannuation Funds: Ā Support clients who hold NHS, civil service, defence and other UK state sector pensions to apply for transfers via our International Occupational Superannuation Funds.
Simplify pension and tax transfers
Support your clients need for advice on pension transfer rules for the UK, Ireland, Europe and beyond, with access to specialist tax advice through i-Select.
Let us manage the process
Initial review and information sharing
We work with you to collect information from your client for onboarding and UK Letters of Authority. We can also work directly with your client, keeping you informed throughout the process.
Streamlined Application Process
Completing the application process with UK providers can be manual and slow. We take away the headache by obtaining the right forms, making sure the documents are completed correctly, submitting the application and following up with UK pension providers. We have automated systems that track each transfer and provide up-to-date status to our team.
Funds Transfer
i-Select manages the transfer of funds from the UK to your custodial platform, preparing them for investment. We offer competitive currency exchange rates for any required conversions.
Monitoring and Reporting
i-Select schemes are Qualified Registered Overseas Pension Schemes (QROPS) and registered with His Majesty's Revenue & Customs (HMRC) in the UK. To ensure compliance with regulations and provide clients with access to QROPS benefits, i-Select provides regular reporting to clients and HMRC.
Guide your clients through critical pension transfer decisions
Enhance your practice's wealth management offering by exploring these i-Select resources
Add i-Select to your adviser toolkit, today!
Contact us to discuss adding i-Select's pension transfer services to your business.