Corporate Savings Plan

The Corporate Savings Plan is a direct insurance plan designed to allow companies with a small membership to set up a cost effective plan. This standardised plan offers the employer flexibility with regards to eligibility, investment and contribution amounts, with the additional provision that if plan membership grows sufficiently it can be transferred to a customised plan.

Some features include:

  • Available in US Dollars, Euro and Sterling.
  • Each participating company contributes regularly.
  • Annual company / member statements are sent to a central location.
  • Members may switch / redirect their investments.
  • Member benefits are available in the form of a lump sum upon leaving service or continuation options are also available.
  • Daily information is available online for both companies and members.