Synergy Executive Pension
Whether you’re saving for life after the 9 to 5, or simply making the most of tax relief on your contributions, making good choices today can help you plan for the life you want to live in retirement.
A Synergy Executive Pension can be set up for company directors or key employees of a company and you can now avail of Independent professional trustee services from Lane Clark & Peacock Trustee Services Limited (LCP).
Read about the impact IORPII has on the role of trustees of occupational pension schemes.
Are you interested in appointing an independent trustee?
See “Trustee support” in the Literature tab for more.
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:
*From 6 September 2021 you can’t invest or switch your Executive pension policy into the Property Fund or Global Real Estate Fund. Find out more here
