Synergy Personal Pension

Who is a Synergy Personal Pension for?

Planning a personal pension can be confusing for clients. There’s a lot for them to think about. Our Synergy Personal Pension is designed to make things easier by offering a flexible plan that they can adapt to suit their changing personal circumstances. 

This product works best for clients who:

• Are prepared to invest for the long term
• Want the potential for long term capital growth
• Don't need access to their investment until retirement
• Want a range of investment options

Why should your clients choose a Synergy Personal Pension?

In brief, it’s a flexible way to save for retirement. Your client can choose where they’d like to invest. Plus they can make single, monthly or yearly payments and these can be stopped, changed or restarted at any time. 
Clients can save from €175 a month and top up their existing Synergy Personal Pension with €2,000 or more. Payments qualify for tax relief within Revenue limits, based on age and net relevant earnings. 

Investment options are:

• Funds


• MyFolio funds


• Deposits


• Execution-only stockbroking in company shares and government and corporate bonds.