IPP Frequently Asked Questions (FAQs)

Q. Is my employer able to make a contribution on my behalf?
A. Yes, however Members should always seek independent professional tax advice, regarding specific jurisdictional rules and regulations, prior to an employer making a contribution and the member subsequently drawing any benefits.
Q. Am I able to transfer multiple schemes to an IPP?
A. Yes, an IPP is an effective way to bring all of your IPPs into one location where, due to the IPPs unique 'Open Architecture' approach to Investment you can direct the income and investment options.
Q. What is the Taxation status?
A. Tax Free Roll-Up within the fund. Tax payable on IPP distribution is dependent on the IPP jurisdiction and the Member’s country of tax residency. (Members should always seek independent professional tax advice prior to drawing any benefits).
Q. Is there a limit on contributions/fund size?
A. There are no limits on contributions to the fund nor fund size.
Q. How are IPPs Regulated?
A. IPPs are approved in the jurisdiction where they are based, and the trustees are Regulated in these jurisdictions respectively.
Q. Who is eligible?
A. IPPs are open to all nationalities.
Q. What is the retirement age?
A. Normal Retirement Age of 62 and Early Retirement Age of 50.
Q. How can I draw benefits?
A. Provided that an individual is of Retirement Age a pension may be drawn in the form of:
- Lump Sum
- Income Stream

If you have any further questions please Contact us and one of our dedicated team will be happy to help address your query.