Overseas Trust and Pension (OTAP) is a leading independent provider of pension and trust services. OTAP offers market leading products that are tailored to the market into which they are promoted. Our broad range of award winning financial products are widely regarded as the best in the market by the Advisory communities, who use them to meet their clients diverse pension requirements. For our private clients our products cater for income, accumulation and the succession of wealth from one generation to the next. For our corporate clients, our products cater for a wide range of employee benefit options be these share incentive schemes or international retirement solutions ideal for higher earners, senior executives or employees working in multiple territories or cross border. Our products include retirement plans, pension funds, gratuity schemes, preservation funds, share option and saving plans together with trusts. We continue to invest in developing technology to improve customer service and to increase efficiency. As such, OTAP is a progressive, nimble business with offices in Guernsey, London and South Africa and a passion to serve our clients in meeting their pension needs. Overseas Trust and Pension is the brand name of Overseas Trust and Pension Ltd, Overseas Pensions and Benefits Ltd and Overseas Pensions Administration Ltd, (the Companies) are licensed by the Guernsey Financial Services Commission under the Regulation of Fiduciaries, Administration Businesses and Company Directors, etc (Bailiwick of Guernsey) Law, 2020. Overseas Trust and Pension Ltd and Overseas Pensions and Benefits Ltd are registered in Guernsey numbers: 55506 and 39935 respectively. Overseas Pensions Administration Ltd is registered in Alderney number: 1427. Overseas Trust and Pension Limited is an authorised financial services provider with the Financial Sector Conduct Authority (“FSCA”) – FSP number 47261.
External link for Overseas Trust and Pension
Lefebvre Street
Lefebvre Court, Third Floor, Block B
St Peter Port, Guernsey GY1 2JP, GG
162 Main Road
Somerset West, Western Cape 7130, ZA
Overseas Trust and Pension reposted this
"A #client's needs determine their #behaviour. If the client's needs are met, their behaviour remains stable or constant. However, if their needs are not being met, or if the client feels that their needs will not be met or could be met more adequately in another way, they will act," says Rex Cowley, the Director and Co-Founder of Overseas Trust and Pension. #behaviouraltheory #clientexpectations #clientneeds
Our Director, Rex Cowley, recently joined Jeremy Maggs on Moneyweb to discuss the most popular destinations for South African retirees and skilled professionals. Catch the full interview at the link below! 👇🌏 https://lnkd.in/dMzSBmrM
Overseas Trust and Pension had the privilege of attending the annual CoolPlay SA Gala Dinner as a Silver Sponsor, proudly supporting this incredible cause. It was a wonderful evening spent with our staff, friends, and valued partners. We’re grateful to be part of such a meaningful event with Guernsey Finance and look forward to continuing our support for CoolPlay’s mission to coach underprivileged children and empower them through sport. #OverseasTrustandPension #CoolPlaySA
Guernsey Finance and Rex Cowley, Director at Overseas Trust and Pension, discussed how the increasing globalisation of businesses requiring employment of international staff, impacted the need for international pensions. Watch the video below to hear more! 👇 #OverseasTrustAndPension #InternationalPensions #CrossBorderFinancialPlanning
How has the increasing globalisation of businesses requiring employment of international staff impacted the need for international pensions? Learn how Guernsey is positioned to meet these needs from Rex Cowley, Director at Overseas Trust and Pension.
📣 We are currently recruiting a Temporary Client Service Administrator to join our Client Operations team in our South Africa office for a 12-month period. Please follow the link to our careers page for more information on the role and to apply. https://lnkd.in/eXyMrksp We look forward to hearing from you.
🎧 Listen Now 🎧 Tom Darling was featured on RSG Geldsake, where he shared insights on South African emigration trends—where South Africans are moving to and how many are returning ✈️🌍 If you're interested in understanding the shifts in global migration, tune in to this informative interview! #OverseasTrustAndPension #RSG #Geldsake #FinancialPlanning #SouthAfrica https://lnkd.in/d7PwRtMM
✈ Rich South Africans flock to Portugal for stability ✈ In a recent interview, our Director, Rex Cowley, delved into the growing trend of affluent South Africans emigrating to Portugal, diverging from the traditional emigration routes to the UK, Australia and the US. Want to know why this trend is accelerating? Click the link below to read the full article published by Business Live. #WealthManagement #PortugalGoldenVisa #CrossBorderPlanning #OverseasTrustAndPension https://lnkd.in/dCNJwMA2
Guernsey Finance and Rex Cowley, Director at Overseas Trust & Pension, discussed the significant role that Guernsey’s good governance and pragmatic regulatory environment play in the international pensions landscape. Watch the video below to hear more! 👇 #OverseasTrustAndPension #InternationalPensions #Regulation #FinancialServices #CrossBorderFinancialPlanning
Hear from Rex Cowley, Director at Overseas Trust and Pension, on the impact of Guernsey’s good governance and pragmatic regulatory environment for international pensions.
Read this insightful thought leadership piece by our Director, Rex Cowley, on Navigating Financial Planning for South Africans Emigrating Abroad 👇
✈ Navigating Financial Planning for South Africans Emigrating Abroad ✈ With the rising number of South Africans seeking new opportunities abroad, many are relocating to countries like Portugal, New Zealand, the United States of America (USA), the United Kingdom (UK) and Australia. This shift presents both challenges and opportunities for Financial Planners, who must adapt their strategies to the complexities of international mobility, particularly when it comes to cross-border financial planning. Recent migration data reveals the scale of this trend: 12,500 South Africans have moved to Portugal, 71,000 to New Zealand, 140,000 to the US, 206,000 to Australia, and 217,000 to the UK. These numbers highlight the need for Financial Planners to refine their approaches to effectively serve clients moving overseas. There are more South Africans living outside of South Africa now than at any other point in our country’s history. But it's not a South African issue, it’s a worldwide phenomenon that is here to stay, and one which places Financial Planners at risk of losing their wealthier clients if they cannot provide relevant cross-border solutions to them. This means having a global mindset to financial planning is becoming increasingly important. As more South Africans explore new horizons, Financial Planners play a critical role in safeguarding their clients’ wealth. Staying informed about the financial landscapes of popular emigration destinations and adapting strategies accordingly positions Financial Planners as essential Advisers in an increasingly globalised world. The goal is clear: Transform potential challenges into opportunities, ensuring that clients’ financial well-being is secure, wherever they go. #FinancialPlanning #Emigration #GlobalFinance #SouthAfrica #WealthManagement #CrossBorderPlanning #Expats #OverseasTrustAndPension
🌍 Watch Rex Cowley's FPI Webinar Recording 🌍 If you missed Rex Cowley's insightful FPI webinar on "Navigating Financial Planning for South Africans Emigrating Abroad" presented on the 25th of July 2024, we are happy to announce that the recording is NOW available. Access to the recording is available for both FPI Members and Non-FPI Members. Visit the FPI Website for more details and to register or email us at advisers@trustandpension.com. Don't miss out on this exclusive opportunity to gain expert knowledge and add value to your clients, wherever their lives may take them.