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4.9 Group Personal Pensions

  • Although such arrangements are offered by many providers the name is something of a misnomer.

  • A personal pension is by definition a personal arrangement, and group personal pensions are merely a collection of such arrangements arranged largely for administrative convenience, where the employer contributes to the arrangements through a single provider. Ownership and control of the arrangement remain in the hands of the member.

  • The main features of group personal pensions are:-


    1. Contributions will be dealt with centrally. The employer will collect any employee contributions and remit them together with employer contributions (if any) to the pension provider. Contributions may be fixed or earnings related.
    2. The fact that the provider is operating a number of plans through the employer, and the administrative savings made by the centralised collection of contributions, may make it possible for more attractive terms to be offered than would apply if the same individuals effected plans independently. Some degree of investment restriction may be imposed; for example, under the scheme only the with profits or managed fund may be available.
    3. Death benefits may be provided under the scheme, or separately under an employer sponsored death in service scheme, and a level of benefit, free of medical evidence, may be available

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