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Personal Pensions This Customer Guide is to be read in conjunction with the Fund Guide. Freedom in Retirement Plan Personal & Personal (Rebate) Single Contribution Pension Plan Personal Introduction

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What is personal pensions?

Personal pensions are retirement savings plans that individuals can contribute to in order to save for their future.

Who is required to file personal pensions?

Individuals who have a personal pension plan are required to file personal pensions.

How to fill out personal pensions?

Personal pensions can be filled out by providing information about contributions made, investment performance, and desired retirement age.

What is the purpose of personal pensions?

The purpose of personal pensions is to provide individuals with a source of income during retirement.

What information must be reported on personal pensions?

Information such as contributions, investment gains/losses, and retirement age must be reported on personal pensions.

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