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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.

Personal Pension Solutions

Royal Fidelity Personal Pension Plan When we talk about retirement, we’re talking about the longest holiday of your life! Your pension is an essential part of your financial planning.

Group Pension Plans

As an employer, you want to attract and retain qualified, effective people by offering worthwhile benefits including a pension plan that meets their needs.

Pension Plans - Fund Reports

Access and download reports or details regarding fund in the Bahamas.

Pension Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest-egg should be.

Contact

Cleora Farquharson

Assistant Vice President, Pension Services

Larissa Rolle

Manager Pension Services

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

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (242) 603-6000

Request A Free Consultation For Stand Alone Pension Plans

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  • AML Foods Limited AML  + 3.17
  • Arawak Port Development Ltd APD  + 17.43
  • Bahamas First Holding Limited BFH  + 1.79
  • Bahamas Property Fund BPF  + 6.00
  • Bahamas Waste BWL  + 6.75
  • Bank of Bahamas BOB  + 1.67
  • Benchmark BBL  + 1.62
  • Cable Bahamas CAB  + 2.76
  • Colina Holdings Class Preference CHLA  + 1.00
  • Colina Holdings Ltd. CHL  + 6.16
  • Commonwealth Bank Ltd. CBL  + 3.83
  • Commonwealth Brewery CBB  + 5.32
  • Consolidated Water BDR CWCB  + 2.51
  • Doctors Hospital DHS  + 4.90
  • Emera EMAB  + 9.73
  • Famguard FAM  + 8.44
  • Fidelity Bank FBB  + 14.50
  • Fidelity Bank Series A Redeemable Preference FBBA  + 10.00
  • Finco FIN  + 8.97
  • FirstCaribbean CIB  + 11.26
  • Focol FCL  + 3.80
  • Focol Class B Perpetual Preference FCLB  + 0.90
  • J S Johnson JSJ  + 15.20
  • Prime Income Fund MF  + 7.08
  • RF International Alternative Strategies Fund MF  + 10.23
  • RF International Equities Sub Fund MF  + 11.27
  • RF International High Yield Fund MF  + 12.71
  • Secure Balanced Fund MF  + 8.30
  • Targeted Equity Fund MF  + 9.90

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