Corporate Expat Pension Projects

  • A) Total International Optimization

    We are experienced in implementing corporate expat pension projects involving different continents and countries and state, corporate and private pension plans.

    As we focus on quality and results, we see to optimization of all aspects of the project. If required we hire additional local specialists ourselves.

  • B) Independent Firm

    Companies with international pension issues often mention it was not easy to find an independent pension consultancy firm.

    International pensions are not that often addressed. When they are, it is often by not independent insurance companies instead of an independent pension consultancy firm.

    We are such an independent pension consultancy firm. We cherish our independence. Which is also protected by the rather strict Dutch legislation regarding our governmental license.

  • C) Objective Approach

    During a project we value transparency regarding Scenario’s, Parameters and Advice. This objective approach provides us the mandate to be able to connect with all parties involved.

    Thus we are also often requested to mediate between Company and Expats when they each have a different view.

  • D) Different Countries/Continents/Systems/Plans

    Our specialization is to take different kind of international pension systems/plans into account and provide and summarize the best three options.

    We do not try to appear smart. We focus on providing total clearity and simplicity as international pensions are complex enough as it is.

  • E) Pension Issues

    The pension issues that can be part of such a project are among others:

    • Selection of a collective or specific expat pension plan;
    • Executive pension relocation and if required suitable compensation;
    • Merger related Due Diligence;
    • Tax equalization;
    • Future budget projections;
    • Replace a ‘cash pension plan’ for a real pension plan with tax benefits;
    • Individual and collective transfer of value issues;
    • Offshore/QROPS pension issues;
    • Communications with Employees Counsels;
    • Provide a second opinion of the existing situation.
  • F) Implementation Of Project

    To work in the most efficient manner, we are used to the following procedure:

    • We prefer to work full time on a project as this saves time;
    • We require a Power Of Attorney of all Companies and Expats involved;
    • We start when we have received all required Information and Documentation;
    • We first focus on establishing suitable Scenario’s, Parameters and Valuations;
    • We provide a brief update of the progress on a weekly bases;
    • If relatively complex aspects have to be discussed with management, it is often efficient to do this in person.
  • G) Presentation of Results & Accountability

    We recommend to provide one complete, correct and relatively easy readable ‘Project Memorandum’ which includes all facts, wishes, options and recommendations. This document is often quite substantial as it is relevant that all aspects and choices are mentioned and accounted for.

    Plus a separate ’Management Summary’ which provides a one page oversight and explains which final choices will probably have to be made.

  • H) Global Corporate Clients

    Companies we have provided with international pension consultancy are for example:

  • I) Contact

    If your company has issues regarding international pension plans, it will be our pleasure to see how we can contribute and present the best possible solutions.

    Feel free to send a mail to: