Helping your clients keep track

Clients who hold old work pensions, or different pensions from different jobs, might be able to transfer them into our Synergy Buy Out Bond. 

It’s likely that many of your clients will have had more than one job in their life. Which means they might have more than one pension scheme. Transferring those into a buy out bond makes it easier for the clients to keep track of their savings.

It’s a great product for clients who want:

  • To transfer an existing occupational pension scheme or buy out bond
  • Potential for long term capital growth with a range of investment options 
  • Control over how their retirement fund is invested and when they can access it

Clients can set up a buy out bond by transferring €5,000 or more, and they’ll have access to their retirement funds from the age of 50.

Investment options

Clients have a range of investment options to choose from, so they can be adventurous or cautious or anything in between. If they’re not sure how they feel about risk, our Risk Profiler could help them decide. They can choose to invest in:

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