Structure and Administration

The Occupational Retirement Plan has been developed by Rossborough Financial and is established under a Master Trust approved and governed by Regulations under Article 131 of the Income Tax (Jersey) Law 1961 and section 150 of the Income Tax (Guernsey) Law 1975. A copy of the Trust Deed and Rules is available on request.

The Plan is administered by Rossborough Financial on the Zurich Assurance Limited pension administration platform and Zurich Trust Limited has been appointed to act as the Trustee.

The Plan provides access to a range of investment funds managed by Threadneedle Asset Management together with a number of external fund managers.

Rossborough Financial will also provide members with financial and investment advice in relation to their membership of the Plan and options at retirement. 

The information in the links below explains how The Occupational Retirement Plan works and the options available to you at retirement.

Membership
Contributions and Transfers in
Investment Options & Selection
Options at Retirement

Monitoring your Pension
Leaving Service Options
Death Benefits
Plan Charges

Contact us

Rossborough Financial Services Limited

Email: enquiries@rfsl.co.uk

Jersey

Phone: 01534 500662
Fax: 01534 732262

PO Box 332, 41 La Motte Street
St Helier, Jersey JE4 9YA

Guernsey

Phone: 01481 241534
Fax: 01481 241535

PO Box 127, Rossborough House
Bulwer Avenue, St Sampsons 
Guernsey GY1 3HG

Meet the team

Meet the Rossborough Financial team and get in touch.
Meet the team page

Current Vacancies

Current Jersey Vacancies

There are no current vacancies