THE iPlan – INVESTMENT OPTIONS

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International Pensions

Find out more about our International Pension options

Bespoke Plans

Fully tailored international retirement plan for employers with larger populations.

The iPlan Occupational – Investment Options

The iPlan Occupational offers a standard range of investments from the leading independent fund managers, these have been selected to offer members of smaller plans the ability to access institutional class funds.

We have a transparent approach to business and we are completely neutral on the investments our clients choose to utilise in their retirement plans. We don’t have a “tie-in” with any fund managers and don’t accept any form of remuneration from fund promoters, as such our clients can be assured we never have any bias between one fund and another.

The investment options available in the iPlan Occupational include both “passive” and “active” funds from the leading fund houses, shown below.

INVESTMENT FUNDS

  • Franklin Templeton
  • Goldman Sachs
  • HSBC Investment Funds
  • Legg Mason
  • MFS Meridian
  • Vanguard

If you would like to find out more about the iPlan Occupational, please contact us, fill out our enquiry form or call on +44 (0)1624 697240

ALREADY A CLIENT?

CONTACT

BRIAN BODELL
Managing Director

brian.bodell@iplan.im
+44 (0)1624 697240

Contact Us

If you want to find out more about our retirement plans, please contact us, email at clientsupport@iplan.im, or call on +44 (0)1624 697240