Create a pension 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 13 of the Advantage Plan customer brochure
Create a pension 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.
If you take your Advantage Plan under an executive pension arrangement it also offers you the option to select optional benefits, including life cover and permanent health insurance, providing additional financial protection for you and your family.