Momentum QROPS Advantages
There are many advantages to transferring a UK accrued pension into Momentum QROPS.
- Financial Expertise - The backing of the significant financial expertise within our board and senior team
- Investment Freedom - Momentum QROPS can take advantage of a wide range of investment opportunities
- Best Value - All Momentum retirement planning schemes have attractive, transparent fee structures
- No Nationality Restrictions - Momentum QROPS is available to all nationalities with accrued UK pensions, leaving or having already left the UK
- Asset Protection - Momentum QROPS Membership allows for tax efficient retirement planning and asset protection, with all assets being held in individual, ring-fenced trusts
- No Fund size limitations - There are no restrictions on the fund size transferable to a Momentum QROPS.*
- Tax Efficient - Fund growth within a Momentum QROPS is Tax Free. Tax payable on distribution from a Momentum QROPS will depend on the QROPS jurisdiction and members tax residency
* When transferring funds from a UK pension scheme, the total fund will be subject to a taxation test against the Lifetime allowance limits.
Click the links below to find out more about applying to become a Momentum QROPS Member
Or download our Momentum QROPS Brochure to read more.
Momentum QROPS Brochure