Discounted Suitability Reports

Suitability reports can be provided for UK pension transfers into QROPS or SIPPs, as well as for QNUPS, International Annuities and through our Qteps ( Qualified Trust and Estate Planning) Service. Suitability reports can be ordered , tracked and received on line.

The cost of a suitability report starts from £750 for a standard UK pension transfer report, to include due diligence on the recommended provider. As a member of QB Partners you will receive a 10% discount on all reports ordered.

Comprehensive suitability reports can be provided to to the professional adviser in order to recommend the most suitable solution for a client based on their circumstances and objectives, thus assisting the adviser in preparing their own advice report for the client

Recommends most suitable jurisdiction and provider, together with investment provider where applicable.
Full due diligence packs available for the recommended provider.
Covered by professional indemnity insurance.

If an adviser has a preferred solution we can provide a report to support that solution or discuss alternatives with the adviser if we believe they are preferable for an individual client's circumstances.

What is included within the Suitability Report?

The following information would be contained in a typical QROPS suitability report. If you would like to see anything else included do let us know, we are constantly striving to improve our service.The content of the report will differ for other types of planning.

Summary of client's current situation and assets.
Planning considerations relating to UK pension and how this fits with the client's overall objectives
QROPS summary
Double taxation treaty if applicable
Currency implications
Recommended QROPS jurisdiction
Recommended QROPS trustee, including due diligence commentary
Fee structure
Underlying Investments
Summary of recent applicable legislation