Welcome to the Evergreen Retirement Trust

 

SCHEME STATUS: CLOSED AND IN WIND UP

The Evergreen Retirement Trust (the Scheme) was closed and commenced wind up on the 6 April 2018. Members of the Scheme can elect to receive distributions to a nominated bank account in their name or may have distributions paid as a transfer to another QROP or UK pension scheme.

The Scheme manager wrote to members about the wind up and their options on the 3 April 2018.

The Scheme manager wrote to members to update on the windup on 5 September 2018

If you have not notified Evergreen of your distribution election and provided the required certified identification documents do not hesitate and please do so now. We cannot make a distribution to you until we receive your correctly certified documents. For more information on what is required please see the Wind up Notification Letter  and the FAQ’s on this website

The Scheme transitioned to the Financial Markets Conduct Act 2013 and its status was changed to a Restricted Legacy Scheme on 30th November 2016. The Scheme is closed to members. If you require further information, contact us using the Member Enquiry Form or call us on +64 4 974 5145.

 

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