You are never too young or too old to start planning for your retirement and that is why at Omega we can find the most appropriate pension solution for your own unique needs.
Pension plans are extremely tax efficient with full tax relief being allowable against premiums paid, subject to certain limitations. Such plans have a comprehensive range of funds in which your pension contributions can be invested.
It is imperative that your risk/return ratio is established and matched to the profile of the funds selected. We have many years’ of experience regarding the successful monitoring of pension plans.
One of our most popular pension products is the Retirement Trust Scheme.
This is a Trust based scheme only available in Jersey that offers great flexibility. Product features and benefits include:
- The ability to amalgamate all of your pensions into one pot
- Pension drawdown is flexible
- Tax free cash lump sum available
- Pension fund is passed to your estate in full upon death
- Tax efficiency
- A lifelong plan of action with regular reviews.
Free retirement planning report
Do you want to find out how Omega can help you secure your financial future? Then why not take advantage of our free retirement planning report, which includes analysis of your existing pension arrangements?
Simply complete the short enquiry form on the right hand side of this page or use the contact details below.
