• AEGIS - Financial & Mortgage Advice
  • Registered Address:
  • 38 Dimond Street
  • Pembroke Dock
  • PEMBS SA72 6BT
  • Tel: 0800 008 6250

30 Second Form

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30 Second Form

Are you interested in any of these areas? If so, click one below to start the 30 second form. If not, please use the "Contact Us" link.

- Retirement Planning


- Mortgages


- Investments


- Life Assurance


 

Company pensions -
money purchase schemes


How they Work

Unlike final salary, money purchase schemes do not give any guarantees with regards to level of income. In other words, they do not provide a pension that is linked to your final earnings before retirement. Contributions made by you and your employer (if it is a contributory) are invested and allowed to grow. The resultant fund is ‘allocated’ to you. Upon reaching retirement age, you use the money that has built up in your pension to purchase an annuity within Inland Revenue limits. It is the annuity which then provides you with income in your retirement. So it follows that the value of the pension at retirement is dependent upon:

    * How much money has been paid in over the life of the plan
    * How well the money has grown
    * What annuity rate your pension fund purchases when you retire.

In other words, a money purchase pension is simply a long term savings plan (albeit a very tax efficient one) that is designed to produce a lump sum at retirement. This then purchases an annuity which in turn provides the retirement income. It follows that unlike a final salary scheme, you are unable to predict with any accuracy what pension you will receive before your retirement date.

The benefits included

The benefits that come with money purchase company pensions do not tend to be as good as the ones associated with final salary schemes. Widow's and dependent children's pensions, death and disability benefits are all quite rare in money

For further information, or advice....Click..... "Contact Us"


 

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