The only retirement choice for past, present and future Expats
Trusted Retirement Solutions SIPP, QROPS & QNUPS
IVCM offers a range of market-leading international retirement planning solutions such as SIPP, QROPS and QNUPS, as well as specialising in third party distribution, outsourced administration, and support services to our trustee partners across the globe, making us the leading choice for the Expat market.
As a trusted IVCM Adviser or Client, you will enjoy world-class service and exceptional technical product support whenever you need it. Our objective is to assist the Adviser in enhancing their client relationships as well as making it easier for all to do business with us in the right way.
These are exciting times for IVCM, Partners, Advisers and Members alike, where we are seeking to build strong working relationships with all those who share our core principles of transparency, portability, flexibility, innovation, and value.
Our objective is to strive to:
Provide a range of market-leading international retirement planning products
Truly engage with our members & advisers so that they experience first class administration and support services
Ensure our exceptional technical knowledge can be accessed by all
Find specialist third parties in all jurisdictions to deliver these outcomes.
Skills we use
Leading Product Range
Key Account Support
Full Technical Analysis
PRODUCTS & JURISDICTIONS
Tailored choice of established international pension products
In this section you will find a guide to available products and their benefits to residents of popular jurisdictions.
Regional Managing Director
(Australia & New Zealand)
Dannie has 18 years’ experience in financial services and as an expatriate herself, wanted to bring to market a modern superannuation fund packed with benefits for the expatriate.
Paul has over 30 years’ experience in pension management for international and UK schemes and has been a leader in the industry in promoting multiple international jurisdictions for QROPS.
Regional Managing Director
Scott has over 20 years’ experience in Financial Services and has an extensive knowledge on Pensions and Investments. Scott moved to Gibraltar in 2013 to launch IVCM’s GIB QROPS.
Regional Sales Manager
Morag Edmison has over 20 years’ experience in financial services, working initially as a financial adviser, then in sales for a large life company in the United Kingdom before joining IVCM 3 years ago.
Cameron has over 10 years’ experience in financial services managing corporate pension schemes and latterly advising expatriate clients on international retirement planning solutions.
David has over 11 years’ experience in financial services working for a large insurance company in the UK prior to joining IVCM, bringing a wealth of knowledge on various pension schemes.
Sales Manager – Asia
Raj has 15 years experience in Financial Services and has extensive experience in sales and sales management. Raj has worked in Private Banking, Wealth Management, Pensions and with Trusts.
This website contains information about different products from different jurisdictions. Each jurisdiction has its own regulations for products and services. By continuing into this website, you understand and agree that some of the information contained within this site may not be relevant to you. I understand