Pension Plan Options

Can I rollover this pension plan?
Kind of. The technical answer is no, but you could implement what would effectively be the same thing as rolling it over, age permitting. Generally speaking...
Wed, 2 Sep, 2020 at 9:42 PM
Can I take money out of my pension before the end date?
Yes - it’s not recommended though, unless you’re near the end of your chosen duration, have a pension plan value significantly higher than the guaranteed mi...
Wed, 2 Sep, 2020 at 9:43 PM
Do I have to pay in monthly?
No – you can also choose to pay in quarterly, half-yearly, or annually. Generally speaking we suggest paying in on a monthly basis, because we think that in...
Wed, 2 Sep, 2020 at 9:46 PM
How do I pay into my pension plan?
All major credit and debit cards can be used, even virtual and single-use cards, including Visa, Mastercard, American Express, Diners Club, JCB, and others....
Wed, 2 Sep, 2020 at 9:47 PM
Is there a minimum age to receive my pension payout?
No – you are fully in charge, you choose how much to save each month and how long to save for, and you can choose when you retire and receive your pension p...
Wed, 2 Sep, 2020 at 9:49 PM
What currencies can my pension plan be in?
This pension plan is available in US Dollars (USD) only. A Euro (EUR) product is available, but the underlying investment is the MSCI EAFE Index, instead of...
Wed, 2 Sep, 2020 at 9:53 PM
What happens if my credit or debit card is not a USD card?
Just like any other purchase or payment, it will be converted into USD at the time of transaction. The exact currency exchange rate will be determined by yo...
Wed, 2 Sep, 2020 at 9:55 PM
What is the maximum age to start a pension plan?
This depends on the duration you choose – for all three duration options, the maximum age you can be at the end of the duration is 70 years old (i.e. the ma...
Wed, 2 Sep, 2020 at 9:57 PM
What is the maximum monthly amount to save?
There is no maximum monthly amount, as long as it is affordable for you it is allowable. Just make sure to not overstretch yourself – pick an amount that yo...
Wed, 2 Sep, 2020 at 9:59 PM
What is the minimum age to start a pension plan?
18 years old. And the earlier you start, the earlier you can retire, and the more money you will have when you do.
Wed, 2 Sep, 2020 at 10:01 PM