Overseas Trust and Pension
Financial Services • 
Saint Peter Port, Guernsey, Guernsey • 51-100 Employees
Company overview
| Headquarters | Lefebvre Street, Lefebvre Court, Third Floor, Block B, St Peter Port, Guernsey GY1 2JP, GG |
| Phone number | +443333078888 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Pensions, Financial Services, Trusts, Retirement Solutions |
| Founded | 2012 |
| Employees | 51-100 |
| Socials |
Key Contacts at Overseas Trust and Pension
Victoria Ogier
Associate Director, Human Resources
Rex Cowley
Director & Co Founder
Bob Banfield
Managing Director
David Higgins
Director
Victoria Cameron
Associate Director- Compliance Risk And Reporting
Louise Johannes
Director & Co Founder
Overseas Trust and Pension Email Formats
Overseas Trust and Pension uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@trustandpension.com), used 76.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@trustandpension.com | 76.1% |
{first initial}.{last name} | j.doe@trustandpension.com | 23.9% |
About Overseas Trust and Pension
Overseas Trust and Pension (OTAP) is a leading provider of independent trust and pension solutions for private and corporate clients. Recognised for our award-winning products and trusted by advisers globally, we offer innovative retirement, savings, and wealth succession solutions tailored to international and cross-border needs. We continue to invest in developing technology to improve customer service and to increase efficiency. As such, OTAP is a progressive, nimble business with offices in Guernsey, London and South Africa and a passion to serve our clients in meeting their pension needs. Overseas Trust and Pension (OTAP) is the brand name of Overseas Trust and Pension Ltd and Overseas Pensions and Benefits Ltd (the Companies). The Companies are licensed by the Guernsey Financial Services Commission under the Regulation of Fiduciaries, Administration Businesses and Company Directors, etc (Bailiwick of Guernsey) Law, 2020. Overseas Trust and Pension Ltd and Overseas Pensions and Benefits Ltd are registered in Guernsey numbers: 55506 and 39935 respectively. Their registered office is Lefebvre Court, Third Floor, Block B, Lefebvre Street, St Peter Port, Guernsey, GY1 2JP. Overseas Trust and Pension Limited is an authorised financial services provider in terms of the South African Financial Advisory and Intermediary Services Act (“FAIS”) and is regulated by the Financial Sector Conduct Authority (“FSCA”) of South Africa. FSP number 47261.
Overseas Trust and Pension revenue & valuation
| Annual revenue | $4,791,080 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $15,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Overseas Trust and Pension has 27 employees across 9 departments.
Departments
Number of employees
Funding Data
Overseas Trust and Pension has never raised funding before.
Overseas Trust and Pension Tech Stack
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Frequently asked questions
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