Synergy Executive Pension

Target market

This product is suitable for clients who:

  • Are prepared to invest for the long term
  • Want the potential for long term capital growth
  • Don’t need access to their investment until their retirement
  • Want a range of investment options
 

In brief

  • Invest a single contribution of €5,000 or more
  • Top up with €2,000 or more
  • Flexible pension contributions
  • Regular contributions from €175 per month
 

Investment options

Your clients can invest in:

 

Document downloads

Adviser Top up checklist

 

Flexible pricing terms - Synergy EP and PP

 

Product guide

 

Policy Provisions

 

Investment options guide

 

Self-Directed Options guide

 

Application form

 

Anti-money laundering requirements

 

Application by trustees of a self-administered scheme

 

SEPA direct debit mandate

 

Helping women save for retirement – customer guide

 

Adviser product Summary guide

 

Information on top ups to Synergy policies pre 1/9/14

 

Fund switch form

 

Revenue maximum pension contribution rates

 

Retirement instruction form for company pension, buy out bond and PRSA AVC

 

Stocktrade requirements to open an account

 

Trustee training handbook

 

Company pension retirement options questionnaire