What you get with Personal Pension Plan
Retirement could mean the end of an 8 to 5, or a gradual transition with reducing responsibilities and commitments.
However you see it, we want to be there so we can help you make that transition into a sustainable, long and happy retirement.
What you get
You can vary your contributions after giving a 30-day notice.
The pension plan is not tied to your current employment.
You can get the accumulated savings as a lump sum on retirement.
You can also convert part or all of the savings into a stream of regular payments.
The fee rate is charged annually and disclosed at registration.
You can access your interim contribution statement at any time.
You are entitled to a final benefit statement at the close of each financial year.
The investment income is allocated annually to your accumulated savings.
The retirement plan is tax exempt. Savings contributions are also exempt up to set limits.
We do not penalize you on withdrawal.
We will give you access to a wide range of other financial and risk solutions from UAP Old Mutual.
Interested? Let’s get you started.
Fill in your details below and one of our representatives will get in touch with you.
Why choose our Personal Pension Plan?
You can convert your retirement compensation benefit plan for your employees into this pension or a provident fund and enjoy corporate tax savings.
You can create a non-contractual retirement benefit for your staff.
Use this complimentary pension plan to solve issues of discrimination among your employees.
On switching from a job with employment pension benefits, you can also switch to our personal pension plan.
The personal pension plan gives you an opportunity to enjoy great tax benefits as you save for your retirement.
When your current retirement benefits plan is wound up, you can switch to our professionally managed personal pension plan.
To set up a personal pension plan, you have to be between 18 and 74 years.
You can also join by transferring your accumulated pension savings from another pension plan.
You have to contribute at least KES. 500 per month to your savings to keep your account active.
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