Synergy Executive Pension

Recent legal disclosure requirements, such as a Trustee Annual Report and Audited Accounts, have been introduced for one member schemes set up after 21 April 2021. As a result, we have decided to suspend accepting new Synergy Executive Pensions.

We will continue to collaborate with industry stakeholders to develop suitable retirement solutions for customers.

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

 

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