In the guidance notes you'll find information on:
- approval of Jersey pension schemes, drawdown contracts and trusts
- minimum retirement income and minimum retirement capital
- payments from approved Jersey schemes
- permitted transfers
- taxation
- application for approval of Jersey pension schemes
- permitted investments
- reporting requirements
- triviality and low value funds
- calculation process for trivial commutations
- annuity equivalents
Guidance notes for pension scheme administrators
If you need a copy of the previous guidance notes, contact us.
Scheme transfers out of Jersey
If you want to transfer an approved Jersey scheme to an equivalent scheme out of Jersey you must get the Comptroller's approval first. To do this complete the fund transfer approval request.
gov.je