Dear All,
 
Aegon Religare has got its Pension Plan registered with “Her Majesty Revenue & Customs” in The UK.   
There are significant number of Indians working in The UK, who would like to shift to India post retirement or people who work in The UK for a short period and then come back to India. In order to get the pension funds transferred, they need to invest in a “Qualifying Recognized Overseas Pension Scheme (QROPS)”, which is registered in The UK. Now, they can get their Pension Fund transferred from The UK to India in ARLI Pension Plan.  
AEGON Religare Pension Plan is one of the very few pension schemes that have been qualified as “QROPS” (Qualified Recognized Overseas Pension Scheme) from India. Moreover, among the approved pension plans (approved QROPS), AEGON Religare Pension Plan provides the best customer value.
 
Benefits for getting the pension fund transferred
 
Better Growth Opportunity : Opportunity to grow your funds in one of the fastest growing economy in the world. You can invest in India rather than UK markets which can provide better returns opportunity.
Tax saving : No need to withdraw Pension Funds and pay tax in UK, if the person wants to settle in India post retirement.
Tax saving : No need to purchase an annuity or pay UK tax charge upon death.
Opportunity to invest in the investment funds ranging from pure equity to pure debt.
Option to continue the Pension for spouse even after the death (through Open Market Option).
Tax free lump sum, even if you have withdrawn 25% from your pension
 
Please go through the attached file to know the process in detail. Subsequently, you can also visit http://www.hmrc.gov.uk/pensionschemes/overseas.htm for details.
Warm RegardsJatin Haryani - AVP
 
Religare Macquarie Wealth Management Limited406, 4th Floor, Abhishilp, Premchand Nagar Road,
Next to Keshav Baugh Party Plot, Vastrapur, Ahmedabad-380015T +91 79 40037118 | M +91  9687688204| F +91 79 40037118 www.religaremacquarie.com