Overseas Trust and Pension

We make it possible for clients to protect, preserve and enhance their family's wealth

Overseas Trust and Pension

OPES South Africa is a flexible, tax efficient retirement plan designed for South African Tax residents

Overseas Trust and Pension

OPES Spain is tailored for Spanish Tax residents to consolidate their wealth in a secure and flexible environment

Overseas Trust and Pension

SENTINEL International Preservation Fund. Building wealth with a high level of asset protection, significant flexibility and access

Overseas Trust and Pension

Modern International financial products for trust, pension and retirement provision

Coronavirus (COVID-19) Update

General Services: Services provided by Overseas Trust and Pension, including the payment of regular pension benefits, are largely unaffected by the Coronavirus (COVID-19) and risk mitigation measures have been implemented which will result in the majority of our staff working remotely by secure systems.

Whilst we are endeavouring to meet our existing service standards there may be instances where we exceed these, and we ask that you bear with us if you should experience delays.

New Dealing, Benefit Requests and Transfers: Given that our downstream providers such as life companies, investment platforms, banks and fund managers are mostly working under similar remote models we have extended our turnaround times by 48 hours.  

Contacting Us: During this time, our preferred method of communication is email, however, our phone system will continue to operate, and we ask that this is used as a last resort to lower the impact on our system. Our email addresses for Enquiries, Dealings and Applications can be found in the adjacent box.

 

Overseas Trust and Pension

In an ever-changing world we believe that everyone has the right to a safe haven to protect and preserve their family’s financial future.

Overseas Trust and Pension provides this reassurance through its range of innovative, international financial products covering; pensions, trusts and retirement plans.

We work alongside your financial adviser to ensure long-term outlook is secure.

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