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Stand Alone Pension Plans

"Royal Fidelity Stand Alone Retirement Fund"

Recognizing that one size doesn’t fit all, Royal Fidelity offers Stand Alone Retirement Funds. This fund is most suitable for very large employers who do not need to pool assets to obtain benefits of scale. Employers are given the control over the securities invested in the Fund and the appointment of service providers.

Royal Fidelity can establish a plan which includes:

  • Administration and Investment Management Services
  • The drafting of a Trust Deed
  • The drafting of the rules of the plan (eligibility requirements, retirement age, access to employee funds etc)
  • The option of separate investment portfolios (Equity, Balanced or Fixed Income)

 

A Stand Alone Retirement Fund offers employers the flexibility required in a pension plan, along with multiple investment options which are suited to risk profiles.

Royal Fidelity Multi Employer Pension Plan

A Pension Fund for Businesses and Organizations What is the Royal Fidelity Multi Employer Pension Plan? It is a defined contribution plan established to assist businesses in th...

Contact

Ms. Jillian Nunes

Vice President & Country Head

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (246) 435 1955

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  • Barbados Dairy Industries Limited BDI  + 3.00
  • Barbados Farms Limited BFL  + 0.50
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