Set your staff up for comfortable retirement with the Occupational Retirement Benefit scheme. These policies are set up as defined contribution schemes where the amounts of contribution by both employer and employee are determined at the start of the scheme.
Why set up the Occupational Retirement Benefit Scheme?
- Our plan is an employer sponsored arrangement that is set up under irrevocable trust. Upon being set up, the scheme becomes a separate legal entity from the employer.
- We offer two services in this space, namely Deposit Administration (Fund Management); and Benefits/Scheme Administration
- At the time of retirement, the overall benefit is determined by the total amount of contributions and the accrued interest earned on the contributions.
Key Benefits
Payment to dependents in the event of loss of life
Guaranteed payment after retirement
Tax relief benefit
Financial security
No set up fee
