16 July 2024

The list of Recognised Overseas Pensions Schemes (ROPS) notifications has been updated.

The list is of schemes that have told HMRC they meet the conditions to be a ROPS and have asked to be included on the list.

There have been 14 schemes added and 13 removed, however the pages change notes cite 17 removals.

HMRC list the updates, as follows.

Schemes added

Australia

A&C Warburton Super Fund

A&J Scott SMSF

Bennet Breen SMSF

CMJ Morgan SMSF

Clive Phillips Superannuation Fund

David Richard Phillips SMSF

EYUP SUPER

Gareth David Rees Superfund

Lambert Family Superannuation Fund

Mayava SMSF

My Options Brigadoon Super

Southern Endurance Super

Versis Superannuation Fund

Canada

Canadian Forces Superannuation Act (R.S.C., 1985, c. C-17)

 

Schemes removed

Australia

DK Super Fund

English Family Superannuation Fund

Goodland Super Fund

Jelley55plus Super Fund

Jelinek QROPS Super Fund

Leadership Place Superfund

MJ & C Davies Superfund

Quillion Pension Fund

Tim Cox Super Fund

Westwood Superfund

Wilkinson Super

WollemNo2

New Zealand

SMS 13 Fund

 

An updated list of ROPS notifications is published on the first and 15th day of each month. If this date falls on a weekend or UK public holiday the list will be published on the next working day. Sometimes the list is updated at short notice to temporarily remove schemes while reviews are carried out, for example, where fraudulent activity is suspected.

The requirements to be a ROPS changed from 6 April 2017 - find out about the changes for ROPS requirements.


Information provided in this news article may be subject to change. Please make note of the date of publication to ensure that you are viewing up to date information.