ROPS Management

Recognized Overseas Pension Scheme (ROPS) –  Is an overseas pension scheme that meets requirements set by the United Kingdom Her Majesty’s Revenue & Customs (HMRC). ROPS (formally known as QROPS), were established in April 2006 as a result of the EU freedom of capital movement.
For non EU residents, including United States residents, UK pension transfers to ROPS requested on or after March 9, 2017 are subject to an overseas tax charge of 25% on the value of the pension transfer.  As a result, Touchstone Advisory does not advise US residents on UK pension transfers to ROPS.
Touchstone Advisory specializes in providing management services for existing ROPS that were transferred prior to the 25% overseas tax charge.  We are a leading provider of ROPS management services in the United States.