Sydney Charles Group Limited

Our Corporate Pension Plan offers a broad choice of investment options, which we believe is doubly reassuring given the volatility of today's markets. It also enables each employee to have their own fund under which a 'sub scheme' is devised for each individual, under an umbrella of the employer's name.

There is a choice of several investment strategies with varying degrees of risk. Discuss these options with your Sydney Charles expert pension adviser to ascertain which funds match your risk grade.

Employers can pay in up to two thirds of final salary as a fixed percentage monthly sum into the employee's fund and the worker can also contribute through Additional Voluntary Contributions (AVCs) up to a legal limit of 15 per cent of salary.

Funds from other pension arrangements can be transferred in. On retirement, a tax free lump sum can be prescribed with the balance used to provide an income for the employee and his their partner for the remainder of their lives.

The income can be level or rising and can incorporate a minimum payment period. Should early death occur before retirement, the value of the fund is payable to family members. For detailed advice on the investment platform, asset managers and topics such as possible early leaving, please contact Sydney Charles Advisers.