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Our client company had been setting money aside for its employees for years in a simple deposit account. It was a simple arrangement, but returns were poor and the money was being eroded by inflation.
Our client knew that they really needed something more than a deposit account. They also realised that this significant amount was tied-in to their books and was also potentially exposed to creditors should anything happen to the company.
Setting up a non-earmarked defined contribution and benefit pension plan was the solution we suggested. It was straightforward and cost-effective – and gave the company a structured pension plan which showed the fund in an investment structure whilst giving the company access to online administration tools.
Once established, the pension fund was not on the company’s books, and is administered and managed by a third party trust. The trustees would also ensure that the best interest of the pension fund members were adhered to. The company could also structure some vesting rules to help retain employees for the longer term.