This is a Trust which affords the Client the opportunity to plan for retirement alongside the
statutorily required pension plan. It offers the choice and flexibility of building a portfolio
of large investible funds that will be optimized through effective proactive management.
Benefits
Regular and flexible withdrawal at retirement to meet needs
Professional management
Permits beneficiaries substitution and/or addition is allowed in the Trust arrangement.
High return on investment.
Fund is inaccessible to Probate or Creditors.