CORPORATE
SAVINGS SCHEME
A group structure that helps employees make the most of their retirement savings
COMBINE GROWTH POTENTIAL WITH OPPORTUNITY
The International Wealth Corporate Savings Scheme provides Financial Advisors with the structure and flexibility their clients' employees require to get their money working for them whilst giving them peace of mind and control over their financial futures.
The International Wealth Corporate Savings Scheme was established to meet the demands of a rapidly evolving financial world. Our aim is to provide Financial Advisors and their clients with retirement savings products that include a unique and efficient combination of investment choice, tax efficiency, outstanding quality of service, and most importantly safety and security.
KEY FEATURES
MINIMUM CONTRIBUTION
There is no minimum contribution for corporates and their employees.
INVESTMENT CHOICE
Employees have total freedom to change their investments.
FLEXIBILITY
At retirement, early retirement, or on resignation from their employment, employees can surrender their Savings Plan or transfer their savings to a product like our Lump Sum Investment Plan free of charge and without interrupting their underlying investments
AT RESIGNATION
At resignation, employees can surrender their Savings Plan or transfer their savings to a product like our Lump Sum Investment Plan free of charge and without interrupting their underlying investments.
DEATH BENEFIT
The employee's nominated beneficiaries will receive a tax-free lump sum equal to 1% of the net amount invested, but not exceeding USD 500, plus the value of the investments at the date of the benefit payment.
EARLY RETIREMENT
On early retirement, employees can surrender their Savings Plan or transfer their savings to a product like our Lump Sum Investment Plan free of charge and without interrupting their underlying investments.
TAX
At retirement, resignation or early retirement, there is no tax on the amount that is paid to the employee or transferred to any other product.
NEED FINANCIAL ADVICE?
An accomplished financial planner is essential to help guide your important personal financial decisions. One who considers all your financial needs and goals, and has the knowledge, experience and support to give you the right advice.
Your Financial Advisor can become your financial partner for life and will coach and guide you to do great things. We suggest you speak to your Financial Advisor before making any investment decisions.
ASK YOUR FINANCIAL ADVISOR TO CONTACT US TODAY.
* International Assurance will only accept business from Financial Advisors
