Jersey Retirement Trust Schemes

Recent changes to Jersey's pension regulations now provide greater opportunities for pension provision and have redefined the basis of retirement planning in Jersey. As a result of the changes in the legislation, it is now possible for Jersey residents to take control of their pension arrangements both pre and post retirement by establishing a Retirement Trust Scheme (RTS)

The introduction of RTS has significantly enhanced the appeal of pension as a tax efficient means of accumulating and preserving wealth, particularly against the background of "20 means 20" and the phased reduction in tax reliefs and allowances.

RTS's are permitted to have relatively wide investment powers and the Trustees of the RTS are responsible for the investment strategy, as well as payment of any tax. Trustees of a Jersey RTS are subject to regulation by the Jersey Financial Services Commission.

Contact us

Rossborough Financial Services Limited

Email: enquiries@rfsl.co.uk

Jersey

Phone: 01534 502000
Fax: 01534 502099

2nd Floor, Dialogue House,
2-6 Anley Street, 
St. Helier,
Jersey, JE2 3QE

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

How to Complain

We are committed to providing you with a first class service but we recognise that there may be an occasion when you feel we may not have done this and wish to make a complaint*.

Please write to the appropriate undernoted company:

  • The Managing Director, Rossborough Financial Services Limited, Dialogue House, 2-6 Anley Street, St Helier, Jersey JE2 3QE
  • The Managing Director, Rossborough Financial Services Limited , PO Box 127, Rossborough House, Bulwer Avenue St Sampson, Guernsey GY1 3HG
  • Or telephone:
  • Jersey (01534) 502000
  • Guernsey (01481) 241669

Or email scsaplar@rfsl.co.uk or the person with whom you have been dealing and we will acknowledge your letter/email within 24 hours and provide a further response within 10 working days.

* Please note that you must utilise the Rossborough complaints procedure before you can approach the Ombudsman.

Financial Services Ombudsman

If your complaint is not resolved to your satisfaction you may be able to refer the matter to a Financial Services Ombudsman

  • Jersey - The Channel Island Financial Services Ombudsman service is available for consumers, microenterprises and certain Channel Island Charities. You can contact the Ombudsman office at PO Box 114, JE4 9QG, by email at complaints@ci-fo.org or through the website at www.ci-fo.org . Telephone 01534 748610.
  • Guernsey (including Alderney & Sark) - The Channel Island Financial Services Ombudsman service is available for consumers, microenterprises and certain Channel Island Charities. You can contact the Ombudsman office at PO Box 114, JE4 9QG, by email at complaints@ci-fo.org  or through the website at www.ci-fo.org . Telephone 01481 722218.

You can download this procedure in PDF form here.