Retire With Concept One
You’ll find we make super as easy as possible and give you a flexible retirement savings solution, consistent returns and professional, personal advice.
A Concept One Pension provides you with a range of income advantages:
- A regular income paid to your bank account.
- Tax-free investment earnings.
- Tax-free income once you reach age 60.
- Access to your capital at any time (tax-free once you reach age 60 and have stopped working).
- No loss of capital on premature death with the option of a lump sum payout to your estate or reversionary beneficiary/beneficiaries.
Whether you are already retired or winding down towards retirement, Concept One has a pension for you.
- TRANSITION TO RETIREMENT, and
As a pension member you will have access to these services:
- Online access via MemberAccess - a secure online facility that gives you access to your account anytime. You can:
- View up-to-date account info
- Manage your investment options and beneficiaries
- Update your personal details, and
- Make lump sum withdrawals (if you have met a condition of release).