If you’ve built up retirement savings through a previous employer or fund, don’t let those hard years of savings sit still. The Honey Preservation Plan helps you protect what you have built without giving up your tax benefits.
Anyone who has retirement savings from another retirement fund or employer and wants to keep those savings invested and working, without losing tax benefits.
Your investment grows without being taxed on capital gains, interest or dividends.
Need access to your money before retirement? Limited withdrawals are allowed in line with legislation your advisor can help you understand your options..
Different parts of your preservation plan work together Retirement, Savings, and Vested components giving you more options for when and how you retire.
No estate duty or executors’ fees, so more of your money stays with your loved ones.
Our competitive fee structure is designed to help you grow your investment by keeping more of your money working for you and taking you one step further to financial independence in retirement.
Learn more through our Simply Put and Information Guides in the Document Library under Pre-Retirement..
