Concept Group can assist you with Trust or Pension Transfer Solutions

If you are unhappy with your current provider, your circumstances have changed, or if you are looking to move Trustee, Concept offer a Trust and Pension transfer service and are happy to discuss your needs without any charges for initial consultations.

Why Choose Our Transfer Services?

1. Global Reach: We have the expertise to handle trust and pension transfers from within Guernsey or other jurisdictions, including the UK, Jersey, USA, Gibraltar, Malta to mention just a few. Our dedicated team is well-versed in the laws, regulations and requirements of different jurisdictions, making the transfer process as smooth and hassle-free as possible.
2. Tailored Solutions: Every individual’s financial situation is unique. We offer personalized trust and pension transfer solutions that cater to your or your families’ specific needs and situation. Whether you need a Contract based pension scheme, a Trust based pension scheme or a variety of Trust structures, we have you covered.
3. Expert Guidance: Navigating the complexities of trustee retirements or international pensions and pension transfers can be daunting. Concept Group provide comprehensive support, from initial consultation to final transfer, ensuring you understand every step of the process and make informed decisions we can work directly with you or your advisor to get your desired outcome.
4. Secure and Compliant: Your financial security is our top priority. Being a Guernsey Financial Services Commission (GFSC) regulated Fiduciary company, we adhere to the highest standards of compliance and security, ensuring that the running and administration of your pension are conducted safely and in accordance with all relevant regulations

How We Work with You

1. Initial Consultation: Our process begins with a consultation with either yourself or your financial advisor to understand your or your family’s financial situation, goals, and the specifics of your current arrangements and your reasons for looking to move.
2. Customized Plan: Based on the consultation, we develop a customized transfer plan that aligns with your objectives and complies with the regulations of both the transferring and receiving jurisdictions.
3. Transfer Execution: Our team handles all the transfer paperwork and work with you or your financial advisor to make the transfer of any arrangement as seamless as possible utilising our dedicated on-boarding team. We will keep you fully informed throughout the process, ensuring transparency and peace of mind.
4. Ongoing Support: After the transfer is complete, we continue to provide ongoing support through our experienced client services team who are always available to provide help and support and answer any questions you may have.

Who are Concept?

Concept is a long-standing, privately-owned Guernsey independent fiduciary company that is fully regulated, is a mid-sized Pension and Trust company with considerable experience in the transfer of pensions and trusts.

Get Started Today

Don’t stay stuck in a trust or pension arrangement that doesn’t suit you. Contact Tom Moverley [email protected] today to learn more about our transfer services and how we can help you find a provider that works for you.

*Disclaimer:

Laws and product rules differ from jurisdiction to jurisdiction, whilst we cannot advise you, we can provide options that are available that may help you. We may seek information, such as accounts, deeds etc from you to understand the details around transferring your existing pension or trust

Concept Group Limited is not licensed to give tax advice and may suggest that tax advice is sought prior to any transfer of your pension or trust.