Why start saving for retirement?
Saving for retirement is an important part of retirement planning and planning for your client’s future. The sooner your client starts to save, the more prepared they will be for retirement - and the more benefit they can gain from the pension tax reliefs that are available.
Are pensions complicated?
From Personal Pensions to PRSAs to Company Pension Schemes, there are so many types of pensions available that it can be confusing for your client when planning for their retirement. We have some aids to help you and your client to choose the best pension retirement plan as well as information on pension tax reliefs that are available.
Can your client change from a traditional insurance company plan to an Independent Trustee Company pension?
Yes. Clients regularly opt to transfer their existing pension plan to one of our plans and our trustee services. The process is quick and easy. Contact your Account Manager to discuss what's invovled.
Why choose an Independent Trustee Company?
Independent Trustee Company offers a wide range of trustee services and self-administered pension plans that will allow you and your client to keep a tight rein on their investment options and charges.
Our self-administered pension plans provide 4 key features:
- Control
- Transparency
- Flexibility
- Security
Why have clients opted to take an Independent Trustee Company pension?
Here are some recent comments from clients on why they made the move to our pension trustee services:
“My old pension was with one of the large insurance companies. I stressed about the investment decisions that were being made by their Fund Manager. When I queried why certain decisions were being taken, all I got was stock answers. I like having complete control over investment decisions in my SSAS pension”
“I have a low appetite to risky investments, particularly in the current economic environment. I was happier when I moved to ITC as I can see exactly what my money was invested in, even if it is a simple deposit account. My pension plan is now completely transparent”
“I never quite understood how much I paid in charges in my old pension, some years the charges were greater than the gain! At least now, I can manage the costs of the pension in line with the amount of activity”
What types of self administered pensions can your clients avail of?
Independent Trustee Company offers the following types of self administered pensions:
- ITC SSAS (Small Self Administered Pension)
- ITC SIPP (Self Invested Personal Pension)
- ITC ARF (Approved Retirement Fund)
- ITC PRSA (Personal Retirement Savings Account)
Speak to us about pension trustee services – call 01 661 1022 or email JustAsk@independent-trustee.com