PRSA – flexible savings for retirement

Our extensive research into journeying to and through retirement captured in the Bringing retirement into focus report has shown how mental and emotional preparation makes your client’s Second Life all the more enjoyable. Your support as a financial planner to help choose the right product is fundamental to this. 

The Synergy Personal Retirement Savings Account (PRSA) offers your clients a flexible financial solution to help plan for their Second Life.

It’s a long-term investment option offering a flexible, tax-efficient way to save for retirement. It also allows all contributors – your clients and their employers – to claim tax relief on contributions within revenue limits.

Clients can choose where their money is invested, stop paying contributions at any time, and restart with a month’s notice.

 

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