Webinar: International Pensions & Investment Platforms
- Caroline Spiteri
- Feb 24
- 2 min read
On February 5, 2025, ITC International Pensions, in collaboration with Moventum, hosted its inaugural webinar of 2025, titled "International Pensions & Investment Platforms – A Perfect Couple." Drawing over 450 registrants, the session offered essential insights into pension transfers, investment flexibility, and regulatory developments.
Key Discussion Points:
Malta Pension Regulations & IORPs Framework:
The webinar detailed how Malta’s robust pension system ensures security, flexibility, and smooth cross-border fund movement within the EU.
Irish & UK Pension Transfers:
Irish Pensions: Irish pensions can be transferred without revenue approval, as specified in Chapter 13.3.1 of the Revenue Pensions Manual. Additional insights are available in the LinkedIn article “Unlock the Potential of International Pension Transfers for Your Irish Clients”.
UK Pensions to QROPS: When transferring UK pensions via an occupational scheme with a sponsor link, the 25% Overseas Transfer Charge does not apply, thanks to Exemption 5 (referencing Finance Act 2004 and HMRC Newsletter dated October 31, 2024).
Investment Rules:
The session examined diversification requirements, including a cap of 30% on unregulated assets, 10% on property, and 20% per collective investment, among other guidelines. More details can be found in the LinkedIn post “Investment Principles implemented by The Malta Financial Services Authority for Overseas Pension Schemes”.
Moventum Investment Platform:
Attendees were introduced to Moventum’s seamless B2B2C platform, which features:
Digital onboarding and paperless account setup
Access to ETFs, mutual funds, and fixed-term deposits
Multi-currency support and transparent reporting tools
For further information, visit the Moventum website or contact Danijela Skopljak at Danijela.SKOPLJAK@moventum.lu.
Why Watch the Recording?
The webinar featured expert insights from Brendan Conlon, Aidan McLoughlin, and Caroline Spiteri from ITC International, alongside Louis Wright and Daniella Skopljak from Moventum. Advisors managing international pensions will find this session particularly valuable for its practical strategies and timely regulatory updates.
Stay tuned for our next webinar, where we’ll explore the impact of the UK Finance Bill on pension transfers. For additional details, please contact us at queries@itcinternationalpensions.com.