Retirement Planning Awards 2023

9. certainty, global portability, tailored benefit options, the seamless passing on of wealth on death, and improved peace of mind for clients and their families. OTAP’s flagship products OTAP’s flagship products are available to individuals and corporations and provide very affordable access given their product entry criteria. Realistic entry levels are coupled with a range of pricing options, making their services accessible and affordable. All OTAP’s products provide significant access to the markets, so investments can be tailored at client-level, together with the ability to use multiple currencies. This investment and currency freedom, in conjunction with the entry and price characteristics, means OTAP’s products are highly accessible and can accommodate advisers and their clients. A philosophy of constant improvement OTAP recognises that the world and the needs of clients and advisers are constantly evolving, which has implications for their products and services. Therefore, OTAP continuously invests in enhancing and developing what they do, and how they do it. This is summed up by one of the Co-Founders and Directors, David Higgins, who says, “Constantly doing the very best for advisers and clients is what makes our business a success.” For more information on OTAP, contact them at advisers@ or +27 (0) 21 851 5584 or +44 (0) 3333 078888. Contact Details Company: Overseas Trust and Pension Ltd Web Address: