If you wish to set up an international personal retirement plan, please contact InterRetire.
Alternatively, a referral can be provided by InterRetire to professional advisors through out the world, familiar with the InterRetire Personal Retirement Plan.
A personal plan may be suitable for international mobile executives seeking to set up a portable international pension plan. The plan can be set up personally or by your employer
In addition, the InterRetire Personal Plan is available for employees leaving an International corporate plan seeking to retain their individual benefits in an international personal plan.
InterRetire Personal Plans are suitable for internationally mobile individuals and employer plans members seeking to retain their benefits in an international plan.
All plans are held in a single, secure financial base of Guernsey, Channel Islands. Executives are free to move around the world without having to set up new plans for each location.
Key Features:
InterRetire offers international investors a flexible, tax efficent international retirement scheme.
- Flexibility & Control
- Potential Tax Efficiency
- Online Access to your InterRetire Account
- Security
- Investment Links
Flexibility & Control
As an InterRetire member, you will have the control to choose where your contributions are invested from a range of underlying investment options.
You will also have the flexibility to choose to invest both lump sum and regular contributions, and your employer can provide contributions to your account if desired.
- flexible retirement options (lump sum, pension or combination of both on retirement)
- ease of transferring of benefits to and from other pension schemes
- option to transfer from a company sponsored scheme into a personally owned plan
As an InterRetire member, you will have the control to choose where your contributions are invested from a range of underlying investment options.
You will be able to invest both lump sum and regular contributions and your employer can provide contributions to your account if desired.
The InterRetire individual plan is a portable international retirement solution for the mobile expatriate executive. Subject to local legislation, you will be able to move your InterRetire plan with you from country to country.
InterRetire Personal Pension Plan retirement plan benefits include:
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Potential Tax Efficiency
InterRetire is based in Guernsey, Channel Islands. The InterRetire trust itself is not subject to Guernsey income tax or capital gains tax.
If you are an expatriate returning to your home country, a correctly established retirement investment scheme may offer tax advantages.
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Online Access to your InterRetire Account
In addition to traditional mailed valuation statements, you will be able to access your InterRetire account online anytime, anywhere to view the current value of your account.
Learn more about how to access your personal records and investment portfolio online once your Personal Member Account has been established.
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Channel Islands
The Trustee Carey Pensions and Benefits Limited is a wholly owned subsidiary of Carey Administration Limited which is owned by Carey Holdings Limited which in turn is owned by some of the Guernsey partners of the law firm of Carey Olsen the largest law firm in the Channel Islands.
Headquartered in Guernsey where the Group is licensed and regulated by the Guernsey Financial Services Commission it has operations in Alderney, Monaco, Zurich, Luxembourg, Geneva and Cyprus.
Regulator Environment
The Trustee of InterRetire Channel Islands, Carey Pensions and Benefits Limited, is regulated by the Guernsey Financial Services Commission pursuant to the Regulation of Fiduciaries, Administration Business and Company Directors, etc (Bailiwick of Guernsey) Law, 2000.
The Trustee is registered in Guernsey under Registration Number: 39935
Learn more about the Carey Group of companies at www.careygroup.gg
Refer to the Guernsey Financial Services Commission web site for more details.
TopInvestment Links
InterRetire offers links to wholesale investments funds, global discretionary investment managers and Private Banks.
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