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The independent pension platform 2025

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The document outlines an asset management mandate for intermediaries regarding vested pension benefits held with the Liberty Foundation for Vested Pension Benefits. It details the Principal's instructions to the Agent for managing these benefits in compliance with regulatory requirements, including investment strategies, fee structures, and authorizations for debiting fees from the Principal's account. The document also includes declarations of agreement to the Foundation's regulations and terms.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a pension platform?

If you have a SIPP or other individual pension where you pick the investments, you will probably hold it on a platform a website or other location where you can pick funds or shares and buy and sell them within a pension or ISA.

How many years does a pension plan pay out?

Pension plans typically provide the payment of a set amount every month from your retirement date for the rest of your life (an annuity). You may also choose to receive lifetime payments that continue to your spouse after your death.

What are the disadvantages of having a private pension?

One of the most significant drawbacks of pension plans is the limited access to your funds until you reach a certain age, typically 55. If you encounter financial difficulties earlier in life or need to access your savings for emergencies, you wont be able to withdraw from your pension without facing penalties.

Is a 401k the same as a private pension?

While both are retirement savings vehicles, a 401(k) is not considered a pension. Pensions are defined benefit plans, meaning you receive a guaranteed monthly payment in retirement. 401(k)s are defined contribution plans where you contribute and manage investments with no guaranteed payout.

Do you have both a pension and a 401k?

Yes, you can have both a pension plan and a 401(k) plan at the same time. Its more likely to have only one available through your current employer, but you might have a pension plan through a previous employer and a 401(k) at your current job. This is certainly a good situation to be in.

What is considered a private pension?

A private pension is a plan into which individuals privately contribute from their earnings, which then will pay them a pension after retirement. It is an alternative to the state pension. Usually, individuals invest funds into saving schemes or mutual funds, run by insurance companies.

Is a private pension the same as a 401k?

Both are methods of funding employees retirement costs with real tax savings for participants. The main differences: A pension guarantees the retiree a set payment for life. A 401(k) and similar plans, like the 403(b), accumulate cash until the employee retires and takes responsibility for managing the account.

The independent pension platform 2025

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