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  • Pension income planning
    ———— The future of pension income planning – not just final salary schemes! Upon hearing the liberations in pension legislation – mainly the flexibility over taking pension income, the financial press were fast to announce the end to lifetime pension annuities, but surely they do still have a place in the market? Many clients are now looking to transfer their final salary plans in order to take advantage of private …

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Access to the largest financial institutions

Access to the largest financial institutions

GeneraliGenerali International

Well established in the international financial services field, Generali International offers a high-level and flexible range of life insurance-based wealth management solutions to help customers around the world achieve their financial ambitions.

Generali International operates worldwide, with offices in Hong Kong, Ireland, Cyprus and also Singpore, with their head office based in Guernsey.


RBCRBC Capital Markets

RBC Capital Markets are a first-class investment bank which provides a dedicated set of products and services to corporations, institutional investors and governments around the world. Operating out of 70 offices, in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region.

They work with clients in over 100 countries around the globe to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets.


Attachment- 5Standard Bank

Standard bank were established in 1862 in South Africa, building franchises in and around the rest of Africa in the 1990s. They currently operate in 18 countries on the African continent and 12 countries outside of Africa and have 52,000 employees across all regions.

They deliver a range of services from personal and business banking, corporate and investment banking and wealth management.


SkandiaSkandia International

Skandia International is made up of three companies: Royal Skandia, Skandia Ireland and Old Mutual International. They provide a wide range of savings and investment solutions for customers all over the world. Skandia do not promote directly to the customer but are dependent on professional, independent financial advisers to advise on their suite of products.

They are one of the leading providers in offshore investment solutions, developed in over 25 year’s history.



With approximately 60,000 employees operating in over 170 countries, Zurich is one of the world’s largest insurance groups offering a wide range of general and life insurance products and services.

They are widely known in North America, having begun operating in Canada in 1923 as well as being well established in Europe with a growing presence in Asia-Pacific, Latin America and the Middle East.

For many years, Zurich has designed their products and services to meet individual needs thus providing flexible financial solutions.


Royal LondonRoyal London 360

Royal London 360 is a truly global business based in the Isle of Man offering business in the UK, Africa, Far East and the Middle East, looking after more than £2.2 billion of client assets.

Royal London 360 is renowned for their bespoke plans, helping to accurately meet customer needs.

One of the benefits of being based in the Isle of Man is that Royal London is able to withhold tax on some income producing assets, with underlying funds growing virtually tax free.


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