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Pension planning made easy and rewarding

The cornerstone of any Financial Planning is Retirement Planning.

In order to ensure a high quality of life after retirement, without any tensions or worries, it is essential to have a level of savings that will support you in your retirement years. We are living much longer so much more is required.

  • Design your future

    What income do you want to receive on a monthly basis in today’s value in retirement? How much are you able to save each month? How much do you need to save? When do you want to retire? Where do you want to retire?

  • Manage your future

    We provide the knowledge and expertise to help ensure a fulfilling retirement become a reality. We design the investment plan, with well diversified investments, including equities, commodities, mutual funds, cash and bonds across many of the worlds markets; and this requires professional management.

  • Ongoing communication

    Life throws many challenges at us, so it is important to ensure your original retirement plans keep up to date with your life and your family’s life. Regular communication with your Financial Advisor is key to ensuring that as far as possible your investment meets its targets and is fit for purpose, whatever happens.

Frequently asked questions

Yes of course, life can interrupt us with many obstacles. All of the retirement plans we design and manage are both internationally portable and accessible. Unlike traditional pensions where you are unable to access funds until a certain age, we offer flexible access prior to retirement age. We of course recommend that you do not use your retirement plan as an emergency fund, but only as a last resort i.e. savings should always be utilized prior to accessing any pension fund.

In the event of death, 101% of the fund value is paid out to your nominated beneficiary, spouse and/or children. The monies can be paid as one lump-sum payment or as income stream over a set period of time. Should you already be receiving an income then the latter will still apply i.e. 101% of the remaining fund value will be distributed to the named beneficiaries as per the terms of your policy.

If for some reason you are unable to meet your monthly premiums then you may apply for a ‘Premium Holiday’. A Premium Holiday enables you to temporarily stop your premium payments whilst out of work or recovering from an illness or injury. It is worth noting that this flexibility only comes into effect following the ‘initial period’ i.e. the initial 18-24 months from outset.

Have more questions? Give our team a call.

Trusted by expatriates and internationals around the world:

  • "excellent results..."
    Drilling Superintendent , Libya

    I first met Martin in Tripoli, Libya where he assisted me with my financial planning which has since provided excellent results. Martin is a professional financial advisor who provides regular financial reviews on my portfolio, and always makes himself available to answer any questions I may have. I look forward to continuing my working relationship with Martin and I am happy to recommend him to any professional colleagues.

  • "I gladly signed up..."
    Business Manager, Qatar

    I was introduced to Kastle Offshore from a friend who had been assisted by Martin in their financial planning. After receiving my financial plan, investment proposal and advice from Martin, I was more than confident in the service and advice provided, I gladly signed up for the investment with Martin and Kastle Offshore. Since making my investment, Martin has followed through on his promise, and has kept me regularly updated on my portfolio and the underlying investments. I am very happy with Martin's professional work ethic and I have no problem in recommending him to anyone who wishes to pursue bespoke financial & investment planning.

  • "trust worthy..."
    Geophysicist, Libya

    Kastle Offshore assisted me with my financial plan whilst I was working at Schlumberger in Libya. Martin is a professional and trust worthy financial advisor who provides me regular financial reviews on my investments. I am very happy with Martin’s service and continuing support of Kastle Offshore. I am more than happy to recommend Martin to any friends and professional colleagues.