Recognised overseas pension schemes notification list

17 August 2021

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 nine scheme names added to the list, and two removed. No amendments have been cited in this update.

A very welcome change is that HMRC now list the updates, as follows.

Schemes added

Australia

Gomaxia SMSF
Sordy Superannuation Fund
Victoria Superannuation Fund

Guernsey

Brown Family Trust
Merry Retirement Annuity Trust

Jersey

LJF Investments Ltd
Marianne Sunier Approved Drawdown Contract
Robert Neil Newman Approved Drawdown Contract
William Paul Beaumont Approved Drawdown Contract

Schemes removed

Australia

D Kelly Superannuation Fund

Jersey

Ogier Channel Island Employee Pension Scheme

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.
 


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