As the name indicates, International Pension Transfer Specialists specialises in international pension transfers.
The business works with pension trustees and overseas investment advisers.
IPTS provides the legally required technical advice to non-UK residents, who are considering a transfer of defined benefit scheme pension rights, and other forms of pension rights that carry guarantees.
Before such a transfer can proceed, it’s a mandatory requirement that specialist advice is given.
This has to be given by a specifically qualified senior adviser, who is on the Financial Conduct Authority register for such types of pension advice.
This technical advice is either delivered via an overseas adviser who uses the IPTS service, or a pension trustee – or, it can be given directly to an individual client who is considering such a transfer.
The IPTS service is highly personalised, and specific to the circumstances and objectives of the individual who requires the advice.
IPTS also provides a full pension transfer advice and processing service, with a swift turnaround time.
For a modest additional fee, they can usually provide the required advice within 5-7 working days or, on some occasions, within a shorter period depending on the complexity of the client’s situation.
IPTS reports are comprehensive, and accompanied by full technical analysis that is prepared by UK qualified pension transfer specialists.
* Whilst our opinion is of course subjective, it's worth noting that many offshore pension trustees recommend IPTS as a market leader in its field.