Create a retirement plan specific to your individual needs. Enjoy access to a wide range of funds across all the major asset classes, from liquidity and fixed-interest funds to equity and property funds. Details about the range of funds available and the risks attaching to the funds are outlined in 'How do I choose the best funds for me?' on page 12 of our customer brochure.
Create a retirement plan to suit your changing needs. You can switch between the wide range of funds available during your investment, if your investment needs or preferences change. Your first two switches in each policy year are free. Any additional switches will be currently charged at 1% of the value switched, subject to a minimum charge of €25 per switch and a maximum charge of €60 per switch. Please note, in certain circumstances there may be restrictions on when you can switch funds. In particular, this can apply to investments in a property fund.
Our experienced investment managers will aim to find investment opportunities for your money and will aim to provide you with access to the growth potential of the various asset classes within our range of funds.
Personal and Executive Pensions: The Canada Life Advantage 100 Plan is designed as a flexible way to save for retirement. You choose how much to invest (subject to minimum limits) and then choose where to invest your money from the wide range of fund options available. Click here to view the customer brochure for the Advantage 100 (Series 3) Plan for Personal and Executive Pensions.
Personal Retirement Bonds: The Canada Life Advantage 100 Plan is also available as a flexible retirement plan where you can invest your existing pension fund if you are leaving your company or occupational pension scheme. You choose how much to invest (subject to minimum limits) and then choose where to invest your money from the wide range of fund options available. Click here to view the customer brochure for the Advantage 100 (Series 3) Plan for Personal Retirement Bonds.
To find out more about the Canada Life Advantage 100 (Series 3) Plan talk to your Financial Advisor or click here to contact us.