17 February 2025

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 12 schemes added and 18 removed.

HMRC list the updates, as follows.

Schemes added

Australia

Adudneysuperfund

Boyes Family Superannuation Fund

C and AJ Bush Self Managed Super Fund

G & J Keeney Super Fund

Johnsoninoz Super Fund

Paul and Lesley Forrest Super Fund

R & L Stephens SMSF

Shakespeare Young Superannuation Fund

The Owen Superannuation Fund

Ireland

Davy Personal Retirement Bond

Netherlands

Clearwater International B_V_

Pensioenreglement uitkeringsovereenkomst Pensioenfonds PGB

 

Schemes removed

Australia

Anjala Super Fund

Avalon Super Fund

Barr Superannuation Fund

Dane Super Fund

De Souza Superannuation Fund

Heanor Super Fund

Hewlett Family Super Fund

Leach Superannuation Fund

Lee Family Super Fund

Palmer Super Fund No. 2

Ratt55 Super Fund

S & T Clarkson’s Super Fund

T and C Super Fund

Whittle Family Superannuation Fund

Isle of Man

Bryces Personal Pension Scheme

CNIW Personal Pension Scheme

Onions Family Pension

RJS SIPP

 

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.

Further changes came in the Budget 2024 removing the tax free transfer exemption on some overseas pensions.


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.