UK Pension Transfers (QROPS) and Fund Manager Updates

Hello Everyone,

Did you know iA is the only insurance company in Canada that can faciliate the transfer of a UK pension plan to a Canadian RRSP? Details can be found here:

·     QROPS Client Marketing Material

·     iA QROPS Website

·     Please note, clients must be over age 55 and with expatriate status

For questions on QROPS, please contact your local sales team.

Fund Manager Updates

·     Fidelity Fund Managers Q2 Updates

·     Fidelity Global Innovators Q2 POV

·     Dynamic Fund Managers Q2 Updates

·     iA Fund Managers Q2 Updates

·     iAGAM - Monthly Strategy Report

Thought Leadership

·     Hail to The King - A weakening USD

·     Decoding Gold - Thoughts on the recent gold rally

iA Savings Digital Transaction Guide - This reduces processing time for many of your client interactions

Clients can directly fund TFSAs, RRSPs, and FHSAs online themselves via the iA Mobile App or Web Portal

HISA/DIF - Rates can be found here

·     Current Rate: 2.25% as of August 1, 2025*

·     *Rate subject to change on a weekly basis

·     Available to Corporate Accounts

·     Compensation: Trailer of 0.20%

iA First Home Savings Account (FHSA)

iA's Market Leading 75/100

·     Access to all of iA's segregated funds - 100% equity options available