SERVICES

ADMINISTRATION & MANAGEMENT




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DEFINED BENEFIT ADMINISTRATION SERVICES



Comprehensive support for Defined Benefit Schemes





The vast majority of defined benefit pension schemes are closed to new entrants. The main goal for these schemes is now to wind-up to ensure there are no ongoing running costs, no funding uncertainty, and to discharge the benefits to the members. The process of efficiently achieving scheme wind-up requires a set of trusteeship skills above and beyond running a scheme in an ongoing scenario. efpg have the skills and personnel required to ensure your scheme wind-up is successful.



PROFESSIONAL TRUSTEES



Enjoy our tailor-made Trustee services





In the world of professional trustee services, one size does not fit all and we pride ourselves on delivering a personal, tailored service to meet your specific needs. From simple non-executive trustee roles involving trustee meeting attendance and performance monitoring through to hands-on sole trustee and executive trustee roles working closely and strategically with scheme service providers, efpg has the track record and pedigree to give you complete peace of mind.



PENSION ADMINISTRATION



Enjoy Value for money & better member retirement outcomes





With occupational pension schemes there are additional considerations that need to be addressed as member choices directly impact the pension benefits on retirement. efpg can provide your scheme with value for money and better member outcomes for their retirement, including:

  • 1. Ensuring investment choices are suitable and appropriate for the scheme membership.
  • 2. Communications in English and Spanish (if required)
  • 3. Up to date knowledge of changing legislation and regulation and how it impacts your scheme.


► Bespoke Pension Plans for Business Owners and High Net Worth Individuals.


► Company Management Management/Admin/Incorporation of local and overseas corporate entities.


► Corporate Trustee and Trust Management Services.


FREE CONSULTATION

" efpg has provided me with sensible and professional advice for the company's pension needs for many years. I would recommend anyone looking for a pension solution to talk to them. "





John Isola, Managing Director, Anglo Hispano

★★★★★



"On moving to Gibraltar I needed to review my pension arrangements. efpg not only did so, advising which should be moved and which should be left but also made all the necessary arrangements. Furthermore, their fee-based approach meant I did not lose any asset value from my pension due to commissions."





Marcus Killick O.B.E, Personal Pension Client

★★★★★



The efpg Group





WE GET RESULTS





FOUNDED IN 2004, efpg IS A WELL REGARDED AND ESTABLISHED COMPANY THAT HAS A PROVEN TRACK RECORD.



COMPANY INFORMATION


European Financial Pension Group

​

PO Box 1483

13 Irish Town

Gibraltar


Private Company Limited By Shares Country of Incorporation: Gibraltar Incorporation Number: 93480 Incorporation Date: 02/12/2004


​Authorised and regulated by Gibraltar Financial Services Commission Licence No. 4996



European Financial Pension Group is a trading name of European Financial Planning Group Ltd*



CONTACT DETAILS


Email

info@efpg.net


Phone

+350 200 49750



At efpg we work with Tree-Nation to help offset our carbon footprint as part of our going green campaign So for every policy created at efpg we collaborate with Tree-Nation to plant a tree. To find out more about exactly how Tree-Nation is caring for our environment, visit -

https://tree-nation.com





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EUROPEAN FINANCIAL PENSION GROUP