Synergy Executive Pension

An executive pension is an investment with tax benefits for your client
and their employer, which allows a company director to convert their
business wealth into personal ownership in a very efficient manner.

The Synergy Executive Pension is a creative and flexible way to save for
a time when your clients won’t be earning. And it gives your clients control
over how and where their money is invested, all in one hassle free plan.

Below is a snapshot of the key features and main documents related to
this product.

Key features

Investment options

Main documents

Other documents