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Pensions

International Pension - South Africa

The Optimus South African Pension Plan (OSAPP) is the standard bearer in the delivery of tax favoured, cost-efficient retirement savings for South African residents.  It has been designed to incorporate highly flexible investment and benefit features which can be tailored to how you want to accumulate and spend your retirement funds.

You have the peace of mind of dealing with a market-leading fiduciary specialist operating from one of the world’s most reputable and well-regulated international financial centres, the Isle of Man.

Your investment options
The Trustee has made a diverse range of investment options available so that you, in conjunction with your financial adviser, can select an investment strategy tailored for your own risk profile and retirement planning objectives.

Contributions structured to suit you
Isle of Man pension rules governing OSAPP contain no limits on how much and how often you can make contributions. Exchange controls represent the only upper restriction and, indeed, OSAPP is an ideal vehicle through which to utilise the foreign investment allowance, currently R10 million per annum.

Additional benefits include:

  • No donations tax on contributions
  • Tax free growth
  • Tax free return of contributions
  • Can fall outside of the members estate
  • Wide investment powers
  • Flexibility on the level or frequency of contributions (subject to exchange controls)
  • Ability to accept contributions from family trusts
  • Drawdown available from 50
  • Multi-currency investment opportunities
Whether you are an international firm or located on the Isle of Man we will be able to assist you.
Mark Schofield, Director
Flexibility is key. We put your requirements first, then deliver outstanding service in everything we do
Kerry Jones, Senior Manager
In all my years of working with Optimus, they have always conducted themselves in a highly professional and timely manner whilst providing an excellent service to their clients
Industry Professional, Director
Latest news...
Optimus donate to three local charities

Castletown based Fiduciary and Pension firm Optimus Fiduciaries Limited are pleased to announce donations to three local charities. Through various staff fundraising initiatives, the firm raised £750 which has been split evenly between Bowel Cancer Isle of Man, Manx MSPCA and Age Concern Isle of Man.

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Tim to present at Turkish Investment Forum

Tim Shallcross, Head of Business Development at Castletown based fiduciary and pension group Optimus Limited is to present a key message on the benefits of its new Turkish International Pension Plan as well as why the Isle of Man is a jurisdiction of choice in Istanbul later this week.

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Get in touch...

Should you wish to make an enquiry please get in touch by using the contact form or by calling our office on +44 1624 695560

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