QB Partners is a fee based independent specialist providing practical, accessible and solutions driven technical support to professional advisers and product providers. QB Partners are associate members of the Personal Finance Society and the Association of International Life Offices.
Our key areas of expertise are international pensions, such as QROPS, SIPPs, QNUPS and International Annuities, trust and estate planning, through Qteps, our trust and estate planning service and wealth insurance through QiS, our qualified wealth insurance service.
Financial advisers can transact business through two methods of engagement, our Suitability Report Service and our Specialist Adviser Service.
The Suitability Report Service suits advisers who wish to develop a capability to give advice and transact a case themselves, whilst having the reassurance of ongoing support from a recognised, independent expert.
Find out moreFor those advisers wishing to outsource the advice and advice liability completely, our Specialist Adviser Service is available . This route allows the introducing adviser to ensure that their client is properly advised by a UK FCA regulated adviser without taking any liability themselves.
Find out moreQB Partners have launched a Trustee Registration Service to help advisers register their clients trusts, in line with TRS requirements.
See our dedicated TRS website for more information.
Can't find what you're looking for?Contact the team.
QB Partner's primary role is to provide professional advisers with technical support on a business to business basis. If you are viewing this website as a member of the public, QB Partners may be able to assist either by working with your existing financial adviser or by using our Specialist Adviser Service.
If you have an existing adviser you may wish to contact them to see if they can assist you in the first instance. QB Partners will be happy to work with your existing adviser to provide them with any technical support they may require.
Find out moreIf you do not have a financial adviser QB Partners are able to work with our Specialist Adviser Service to facilitate advice for you.
Find out moreIf you do not have a financial adviser and do not wish to use QB Partner's Specialist Adviser Service, you may wish to use a search facility to locate an appropriate adviser.
Find out moreCan't find what you're looking for?Contact the team.
QB Partners are an independent specialist providing practical, accessible and solutions driven technical support to professional advisers and product providers.
Our key areas of expertise are international pensions, such as such as QROPS, SIPPs, QNUPS and International Annuities, trust and estate planning, through Qteps, our trust and estate planning service and wealth insurance through QiS, our qualified wealth insurance service.
QB Partners are able to work with product providers in a number of different ways as shown below.
QB Partners are able to offer a number of services on a consultancy basis. The organisations to whom we have provided consultancy support include financial advisers, life assurance companies, pension providers and banks.
Find out morePension schemes can obtain independent due diligence before allowing a transfer to another scheme.
Find out moreProduct providers who are featured on our panel or to whom we are providing consultancy support may wish to consider corporate membership which will give them access to the advisers we work with.
Can't find what you're looking for?Contact the team.
QB Partners is an independent technical support service working in partnership with professional advisers and product providers.
QB Partners provide independent pensions technical support service for professional advisers,covering QROPS & SIPPS, QNUPS, Lifetime Allowance Planning and International/Non UK pensions transfers.
Qteps, our qualified trust and estate planning service provides advisers with support in all aspects of trust and estate planning, particularly when clients have cross border requirements or assets in a number of different jurisdictions.
QiS is a natural extension to our existing services, focusing on the increasingly important role of international wealth insurance structuring..
QB Partners work with a number of industry professionals who can offer additional technical support. QB Partner's objective is to give an adviser access to all of the resources they need to write business in a low risk, compliant manner.
We have carried out due diligence on all providers on our panel and can prepare due diligence reports for financial advisers on request.
QB Partners business protection service is designed to support advisers in this key area of planning through access to our own technical consultants and to external services where appropriate.