QROPS Adviser Services

Our QROPS adviser service will include the following:

  • Free initial consultation, on the telephone or in person, to assess your circumstances.
  • Should you decide to go ahead with Global QROPS we will produce an initial report outlining recommendations as to the most suitable QROPS strategy for you.
  • A follow-up consultation to run through the recommendations of the QROPS to ensure everything is clear.
  • If you are satisfied with the recommendations, Global QROPS will arrange for the relevant forms to be issued by the schemes for signing.
  • Global QROPS will then conduct the transfer from the UK scheme to the QROPS.
  • Post transfer, Global QROPS will be able to manage funds and arrange for retirement benefits to be paid.

For additional services please see our Australian and New Zealand advice.