PENSIONS

Our approach is simple: to provide a bespoke solution for your pension investment needs, both before and after retirement.

Retirement Annuity Trusts (RATs)
We have developed our own Retirement Annuity Trust, called The Jersey Pension Investment Trust (JPIT) for the local market.

Corporate Pensions
We specialise in advising, administrating and providing pension solutions for corporate clients. Our flexible and state of the art administration system allows us to meet our clients’ requirements for small executive schemes or equally for large multi-employee schemes.

International Pensions
These plans are aimed at employers who may have employees working outside of their country of origin, or mobile senior executives.

EFRBS
The purpose of EFRBS is to provide retirement benefits for the executives and their family and we will arrange for a trust to be set up on behalf of the employer. Retirement benefits are provided to employees through contributions to the trust, which are then allocated at retirement.