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7.5 Benefits Payable

  • Benefits payable from a final salary occupational scheme are out of the control of the potential member, and in terms of value for money, the value of the employer's contribution should be taken into account.

  • Additionally, it may be useful to know the percentage of final salary one might expect as benefit.

  • Similar considerations apply regarding money purchase schemes, except there is no benefit promise.

  • Low level formulae or low contribution rates, however, should also be taken into consideration, because however tax efficient such schemes might be, if the return on investment is not sufficient, alternatives must be sought


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