Personal Retirement Bond
A valuable option for your old employer pension.
A Personal Retirement Bond is an extremely flexible way to manage the proceeds of your previous work pension.
The primary purpose of this product is to facilitate the transfer of benefits from a paid-up Occupational Pension Scheme and/or the transfer of pension benefits from a UK plan.
Personal Retirement Bond
PRB (Buy Out Bond)
PRB’s (sometimes also referred to as Buy Out Bonds) can provide access to your former pension from age 50 and give a wider scope of investment choices.
Personal Retirement Bond
Some key features of PRB’s are:
You take ownership of the policy, there are no trustees involved.
Tax free investment growth.
Passes to your estate on death.
Personal Retirement Bond
An PRB may suit you if:
You want control how your pension is invested and where.
You wish to have the option to access funds from age 50 if necessary.
Your current pension scheme is winding up.
We offer a comprehensive suite of services to cater to various aspects of a client’s needs.
