This type of pension is usually used by
the Self Employed and Controlling Directors and those
individuals wishing to maximise Pension drawdown facilities
at retirement age.
Why is a Self Invested Pension
Plan used ?
There are three main reasons :
To enable investment
control to remain with you the plan owner rather than
giving your funds to an insurance company. This means
You can use your
pension plan to buy Commercial property which
can be used by your business
You can in some
cases lend part of the pension fund back to
your company
You can invest
in a virtually unlimited range of quoted stocks
shares and other equity instruments
You can invest
at the most attractive deposit rates
To reduce the cost
of scheme management and thereby enhance benefits.
A cost effective and
flexible plan is needed to maximise Pension Income
Drawdown at retirement.
The Pharon Expertise
Pharon have been acknowledged expert practitioners
in this area for the last 25 years and are regularly
recommended by accountants, solicitors and bank managers
as providing the technical expertise combined with years
of applied experience in Self Invested Pension Management.
Pharon currently manage over 400 schemes
with funds in excess of £250 million.
How large does a scheme need
to be ?
Do not assume the accepted wisdom that
Self Invested Pensions are too
expensive for small pension funds. Ask for our advice.
CLICK HERE.
