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

The Trustee announced the first interim wind up distribution for the Scheme on 31 October 2018, representing 84.39% of the Absolute Growth Fund and 44.46% of the Income Plus Fund. Individual member notification of the distribution was emailed to members at their last know email address. If members had provided Evergreen with all the necessary certified documentation and we had confirmed receipt, they were eligible to receive the first interim distribution payment. The Scheme administrator made the first batch of interim distribution payments to members nominated bank accounts or nominated QROPS or registered UK pension scheme on or about the 31 October 2018 and the second batch of payment on or about 31 January 2019.

Members who have not received their first interim windup distribution payment and Evergreen has received the correctly certified documents and we have confirmed this to you after 31 January 2019, the Trustee and the Manager have agreed to make the next follow up payment of the first interim windup distributions on or about 3o April 2019.

If a member has not provided us with a signed member nomination and certified documentation or if the certified documentation is incomplete, we unable to make an interim distribution payment to the member or their nominated QROPS or registered UK pension scheme. Please provide us with the signed member nomination and certified copies of your proof of identity, proof of address and bank account details, as detailed in the Evergreen Retirement Trust Wind Up Member Nomination form. This form was attached to the distribution notification email.

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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