Scheme flexibility
As a truly independent QROPS scheme, the Liberty QROPS is not tied to any investment providers or platforms, which gives you the freedom to select the most suitable and competitive investment strategies.
The Liberty QROPS allows you complete investment flexibility. Members have the freedom to choose investment managers or manage the investments themselves. If you would like us to introduce an investment manager we would be delighted to provide details and contacts for respected firms with extensive experience in managing money for overseas clients.
The Liberty QROPS allows you to invest in various asset classes such as cash accounts, fixed interest securities, stocks and shares, mutual funds, ETFs, offshore bonds and real estate. Certain assets may need to be held in a suitable ownership vehicle; however, the Liberty QROPS trustee can assist with this process.
Pension funds can be transferred into the Liberty QROPS in cash or in specie and held in almost any currency. Income payments can be taken from the Liberty QROPS either monthly, quarterly, six monthly or annually.
The Liberty QROPS has the flexibility to be transferred out to another jurisdiction, should this be necessary.
Liberty QROPS is HMRC approved.