Next Generation Technical Support

Welcome to QB Partners - technical support from an independent specialist.

How can we help?

QB Partners are an independent specialist providing practical, accessible and solutions driven technical support to professional advisers and product providers.

Our key areas of expertise are international pensions, such as such as QROPS, SIPPs, QNUPS and International Annuities and trust and estate planning, through Qteps, our trust and estate planning service.

Financial advisers can transact business through two methods of engagement, our Suitability Report Service and our Specialist Adviser Service.

  • Suitability Report Service

    The Suitability Report Service suits advisers who wish to develop a capability to give advice and transact a case themselves, whilst having the reassurance of ongoing support from a recognised, independent expert.

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  • Specialist Adviser Service

    For those advisers wishing to outsource the advice and advice liability completely, our Specialist Adviser Service is available . This route allows the introducing adviser to ensure that their client is properly advised by a UK FCA regulated adviser without taking any liability themselves.

    Find out more
  • Become a member

    Joining our cost effective subscription service will allow full access to our technical library and expert panel Q&A service, together with discounts on other services such as suitability reports.

    Join today

Can't find what you're looking for?Contact the team.

How can we help?

QB Partner's primary role is to provide professional advisers with technical support on a business to business basis. If you are viewing this website as a member of the public, QB Partners may be able to assist either by working with your existing financial adviser or by using our Specialist Adviser Service.

  • I already have a financial adviser

    If you have an existing adviser you may wish to contact them to see if they can assist you in the first instance. QB Partners will be happy to work with your existing adviser to provide them with any technical support they may require.

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  • I do not have a financial adviser

    If you do not have a financial adviser QB Partners are able to work with our Specialist Adviser Service to facilitate advice for you.

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  • Help me find a financial adviser

    If you do not have a financial adviser and do not wish to use QB Partner's Specialist Adviser Service, you may wish to use a search facility to locate an appropriate adviser.

    Find out more

Can't find what you're looking for?Contact the team.

How can we help?

QB Partners are an independent specialist providing practical, accessible and solutions driven technical support to professional advisers and product providers.

Our key areas of expertise are international pensions, such as such as QROPS, SIPPs, QNUPS and International Annuities. and trust and estate planning, through Qteps, our trust and estate planning service.

QB Partners are able to work with product providers in a number of different ways as shown below.

  • Consultancy Support

    QB Partners are able to offer a number of services on a consultancy basis. The organisations to whom we have provided consultancy support include financial advisers, life assurance companies, pension providers and banks.

    Find out more
  • Due Diligence Support

    Pension schemes can obtain independent due diligence before allowing a transfer to another scheme.

    Find out more
  • Membership

    Product providers who are featured on our panel or to whom we are providing consultancy support may wish to consider corporate membership which will give them access to the advisers we work with.

    Find out more

Can't find what you're looking for?Contact the team.

Next generation technical support

QB Partners is an independent technical support service working in partnership with professional advisers and product providers.

  • The QROPS Bureau

    The QROPS Bureau

    The QROPS Bureau  is an independent pensions technical support service for professional advisers.The QROPS Bureau primarily works with advisers in the UK and the EU.

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  • Qualified trust and estate planning <br/>
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    Qualified trust and estate planning

    QB Partners has made the first significant step in its plans to extend the range of independent technical support services that it provides to professional advisers through the launch of Qteps, its new trust and estate planning service.

    Find out more

  • Defined Benefit Service

    Defined Benefit Service

    QB Partners work with a panel of UK FCA regulated pension specialists who are able to provide the advice required to enable a client to consider a transfer out of a defined benefit pension scheme.

    Find out more

  • Expert Panel

    Expert Panel

    QB Partners work with a number  of industry professionals who can offer additional technical support. QB Partner's objective is to give an adviser access to all of the resources they need to write business in a low risk, compliant manner.

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  • Due Diligence

    Due Diligence

    We have carried out due diligence on all providers on our panel and can prepare due diligence reports for financial advisers on request.

    Find out More

  • Online Tools

    Online Tools

    We have given our members access at discounted rates to a number of online tools which will assist you in transacting offshore pensions business.

News & Events

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