Verified recordFinancial Services

Roger Berry

Managing Director at Concept Group Limited

Based in Guernsey

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Seniority

C-Team

Department

General Business & Management

Location

Guernsey

Industry

Financial Services

Company size

31

Contact information

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Email

1 credit

r•••••••@cgl.gg

Phone

5 credits

+44 ••• •••• ••••

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Background

About Roger Berry

Former Managing Director of the Concept Group Limited, now Non Exec Director and consultant, a qualified accountant with nearly 40 years of fiduciary and accountancy experience. Has sat on numerous Guernsey, Gibraltar and UK Pension Committees: the Guernsey Financial Services Commissions Retirement Annuity Trust Review Committee, the Guernsey Association of Pension Providers (GAPP) and the Guernsey Income Tax Pensions Legislation Review group. Has attended GAPFA (Gibraltar pension industry committee).Chaired the GAPP QROPS sub-Committee and the Code of Practice QROPS Group. Speaks widely on the subject of QROPS, QNUPS and International Pensions. Directly involved in the drafting of Guernsey pension legislation and has met HMRC pensions policy and HMT representatives to discuss QROPS. Active in combating pension scams and pension liberation including involvement with The Pension Scams Industry Group (PSIG), the voluntary body set up to combat pension scams through the publication of good practice in due diligence. Associate member of UK industry body AMPS. Part of a UK Government working party reviewing effectiveness of recent UK pension changes, in particular mandatory FCA qualified advice on DB transfers. Higher education was in the UK, but was born and brought up in Guernsey, the son of a high profile politician. Maintains interest in politics and constitutional issues. Trained with KPMG but soon moved from being an employee to an employer, becoming a Partner in a local firm of accountants with a fiduciary business. In 2004 acquired that business and the Concept Group was born. Created first personal pension multi member QROPS offering in 2006, now the template used by all main providers.

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