Pension Preservation Plan

Preserve your existing pension fund savings in a tax efficient manner. Preserve, save and grow the money you receive from your employer’s pension fund when you leave the company.

Benefits you receive

  • Tax benefits – Investment returns are not subject to Capital Gains Tax, Interest Income Tax of Dividends Tax
  • Access to a range of Investment Portfolio options to suite your risk appetite and goals
  • Access to withdraw prior to retirement, limited to one full or partial withdrawal.
  • Flexibility at Retirement - up to one third of the value of your investment may be taken in cash & the balance used to purchase an annuity to pay you an income in retirement.
  • Protection of your savings by limiting your investment’s exposure to risky assets, in accordance with Regulation 28 requirements.