When you reach the end of your chosen duration, your pension plan is complete and you have the choice of what to do with the assets you have accumulated. This ranges from being paid the full amount in cash to any bank account worldwide (as long it is in your name), or keeping it invested and growing with Investors Trust or any other financial institution you open an account with, or starting to make regular or ad-hoc withdrawals from it.

 

We strongly recommend that in addition to having a great personal financial plan, you start considering your options one-to-two years before the end of your pension plan duration, particularly if your pension value is already at or above your target value. For any information or assistance, just send us a message!