Mr Burton - Zurich

Mr Burton is originally from Poland and now resides in Zurich, Switzerland.

Mr Burton works for a business consulting firm and his profession involves traveling a great deal and working in different countries for a number of months or years.

Over a period of a few year, he built up a pension of £120k while working in the UK. His UK financial adviser recommended setting up a pension to become more tax efficient. Mr Burton has been out of the UK for 2 months and has no intention of returning to the UK.

His UK pension provider was AEGON Scottish Equitable. The fund was held in a Managed account. Mr Burton wasn’t happy with the investment strategy and wanted to take more control over his pension fund.

Mr Burton is 35 years old and has a good number of years before retirement to get solid growth. His aim is to build the £120k pension into something a lot more substantial over the next 15 years at least.

Taking advantage of the investment flexibility that transferring into a Qrops gives instantly. QROPS Adviser’s investment team worked with Mr Burton to construct a portfolio containing the best performing funds available. The portfolio was built to match Mr Burton’s goals and attitude to risk.

The constructed protfoilo was built with medium to high risk funds. Mr Burton is expecting a growth between 7-15% per year.

The charges of Mr Burton’s Qrops:
Initial Qrops Charge - £550 (One off Charge by the Qrops Provider)
Annual Qrops Charge - £550

Qrops Adviser has negotiated preferential charging structures for our clients. This is due to our size, global reach and strength in the industry. Therefore we can offer Qrops solutions with some of the lowest charges in the industry as seen above.

“I cant thank QROPS Adviser enough. They allowed me to concentrate fully on my career while they handled all the telephone calls, faxes and paper work. I was constantly informed of the stage of the transfer and felt that I received a premium service. I believed within 5 minutes of speaking with them that I had made the right decision using QROPS Adviser. From the respect they gave me along with the reassurance of their regulations, I had a hassle and worry free pension transfer. I wish all financial services were this customer focused.”
Mr Burton - Zurich