Zurich International LifeCross-border retirement benefits

Shaun Summers is corporate sales development manager at Zurich International Life In his speech, Shaun Summers considered the opportunities for offshore retirement planning in light of the UK pensions simplification and recent EU directives. Offshore pension solutions have traditionally filled the gaps between different jurisdictions by using their independent status to meet needs that would otherwise be incompatible. Offshore corresponding approval and Section 615 schemes are examples of this in action, according to Summers. The fact that this is done with a tax incentive means that ...