Pension & Investment Consultants

I have pension benefits with a former employer, what are my options?

If you have a pension with a former employer you may be able to transfer it to your current pension scheme. There are many benefits to transferring your pension including:

pension_transfer-12013608.jpgCONTROL: If you combine all of your pension benefits together it's easier to keep an eye on how they're progressing, or whether you need to supplement it by increasing your contributions, or making AVCs.

INVESTMENT CHOICE: You may have greater investment choice in your new scheme than you did in your previous pension scheme.

CHARGES: If you combine all of your pension benefits you will only need to pay charges on one scheme, be it by deductions from your fund or administration charges, therefore saving you money!

However, it is important to note that it may not always be recommended to amalgamate your pension benefits so you should consider the options carefully. If you want to discuss these options further you should contact your scheme administrator or corporate@invesco.ie.

If you want more information on your company pension scheme please contact your HR department or corporate@invesco.ie.

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