Application For QROPS Pension Scheme

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Please tell us where you found out about Pryce Warner International Group*
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: First Name *
: Last Name *
: E-mail *
: Please clarify the country you are currently tax resident in
: Please also clarify your current domicile for tax purposes (if known)

: Mailing address (street and number)


: City
: Country
: Area code / Postal code

: Business Telephone
: Home Telephone
: Mobile Telephone
: Skype

I would like an investment advisor to call me to discuss my investment planning.
: A convenient time to call

Are you a UK expatriate? yes no
If you are not a UK expatriate are you a non UK national with benefits in a UK scheme? yes no
How long have you been non UK resident? Less than 5 years More than 5 years 10 years +
Do you intend to return to the UK at any time in the future? yes no
If you are planning to return to the UK please specify when? Less than 5 years More than 5 years 10 years +

What type of scheme are your benefits currently in?

A final salary occupational scheme yes no
A money purchase occupational scheme yes no
A money purchase scheme managed by an insurance company yes no
A personal pension plan with an insurance company yes no
A Self Invested Personal Pension Plan (SIPP) yes no

If you have a mixture of schemes and scheme benefits please use the boxes below to provide further details







Do any of the above schemes include protected rights (* see final notes on protected rights) yes no
If yes will you be looking to transfer protected rights into a QROPS-HMRC Approved scheme? yes no
What is the estimated value of your total entitlements within your UK schemes
What is the estimated current value of the protected rights element
Have you already taken the tax free lump sum from your UK scheme yes no
Are you already in receipt of regular pension benefits from your scheme yes no
If so how are these benefits being issued by the scheme By a fixed annuity Through income Drawdown Direct from the scheme

Please confirm the UK provider(s) your pension benefits are currently with







How may we respond to your enquiry?

Thank you for providing the information above from this we will be able to obtain a fuller understanding of the situation surrounding your potential SIPP-QROPS-HMRC Approved transfer. This information will be held in the strictest confidence and enables us to deal on a more focused basis with your enquiry

Further Information


If you wish you may attach a relevant document here
In the event that there are multiple documents please send these by separate email attachments to enquiries@prycewarner.com (including your name)
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* What are Protected Rights

There are two elements to the UK State Pension. The first element which most people are familiar with is the Basic State Pension which pays a fixed amount to you at retirement. However, the second element is known as S2P (“the State Second Pension”) which is an additional benefit reliant on a higher level of National Insurance Contributions.

If you have contracted out of the State Second Pension (formerly known as SERPS) through your occupational or personal pension plan the Department of Health and Social Security (“DHSS”), or the Department for Work and Pensions (“DWP”) if you have been UK resident, pays part of your National Insurance contributions, including an element of tax relief, directly to your pension plan. This additional payment is invested to build up a fund which will be used to provide you with a retirement pension, in place of the pension you would otherwise have built up in S2P if you had remained contracted in.

The benefits from your personal pension, in respect of you having been contracted out of S2P, are called protected rights benefits. Contracting out means that you could end up with more or less than if you had stayed in S2P, but does not affect your entitlement to the basic state pension. Prycewarner International cannot offer you financial advice in relation to protected rights and we suggest that you seek specific advice from your financial adviser before transferring any protected rights into this arrangement