FNB International Wealth Management - QROPS

Why choose Directus?

The Directus product is an extremely cost effective QROPS solution for all fund sizes and offers access to Ashburton's award winning product range.

Suitable for any non-UK resident holding a UK pension, or those with plans to leave the UK, the Directus ensures optimal tax efficiency, estate planning opportunities, investment choice and financial security.

Based in Guernsey and provided by FNB International Trustees (FNBIT), the Directus is a transparent and cost effective QROPS and offers access to funds provided by award winning investment manager Ashburton. As part of the FirstRand Group, FNBIT benefits from the institutional backing of one of South Africa's largest banks.

Key benefits:

Benefits for the member

Pension income paid without the deduction of income tax*
No tax charged on assets within the QROPS
The entire fund may be passed to beneficiaries on death
Up to 30% of the fund may be taken as a lump sum from age 55
Very competitive pricing
A range of investment options and a choice of base currencies
Online access to valuations

Benefits for the adviser

Excellent administration and technical support
Access to Ashburton's multi-asset and equity fund range
Online access to valuations
A full range of remuneration options
Access to Transfer Value Analysis Reports
Suitable for transfers of £30,000 and above

*Tax applies to Guernsey residents

Useful links:

"Directus - plain, simple, direct, open, straightforward."
Latin to English translation