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Pension Management Bond

Designed specifically for use by self invested personal pension plans (“SIPPs”) and other retirement benefit schemes, this is a whole of life unit-linked insurance policy where investment options are not limited and will allow access to private company shares.

Key Benefits

  • Widest possible range of assets including cash equities, bonds, mutual funds, hedge funds, and private company shares.
  • Virtually tax free growth
  • Tax deferral
  • Virtually tax-free growth
  • Policyholder protection

Who is it for?

Trustees of self invested personal pension plans (“SIPPs”) and other retirement benefit schemes.