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Tatil Pensions & Savings
Retirement and Savings Solution
You work hard so that you can enjoy your life. Retire properly, and focus on the things you want to: like your family, friends and embracing new opportunities. Choosing the perfect retirement plan can be difficult, but we have the solutions. Our plans ensure that your standard of living stays the same when you’re ready to relax!
The Tatil Retirement Savings Solutions allow you to earn a guaranteed monthly income after retirement for 5, 10 or even up to 15 years by saving through a registered or unregistered plan. Registered plans are approved by the Board of Inland Revenue (BIR). This means that your plan contributions qualify for tax relief of up to $60,000 annually! Our registered plans give you more control by letting you choose between a full pension that pays periodically or a 25% tax-free lump sum payment and a reduced pension amount.
Your premiums can start from as low as $200 every month and you can increase the amount as much as you’d like to invest in your future. For those moments when you come into some extra money, you can also make unscheduled payments of $500 or more to your policy!
Interest on your plan is calculated daily and added to the amount you’ve accumulated over time, which means your fund just keeps growing.
You can also add a Total Disability Waiver of Premium to your plan which will help keep you safe from anything unexpected. This makes sure that your retirement is protected and continues to grow even during difficult times and with disabilities. So, whether you’re setting your retirement age at 50, 55 or even 70 years old, comfortable retirement is guaranteed!
Some Conditions Apply
Executive Retirement Solution
The process of planning for retirement can be very daunting. You work through questions like, “When should I retire? How much money would let me live comfortably when the time comes? What about inflation? What happens if I get hurt?”
Our Living Reward Series offers the answers to these questions and more. This series is approved by the Board of Inland Revenue (BIR) for tax purposes and offers a retirement plan that is perfectly tailored to your Company’s needs. It also allows for much higher tax savings for your senior staff and key employees.
While it might sound too good to be true, even for senior employees with above average wages, saving and investing wisely for retirement can be very challenging. Contributions made to this plan count as an allowable expense under the Income Tax Act, which lets you offer benefits at no additional cost to your organization. A flexible premium annuity lets you decrease your annual taxable income, and will ensure that your employee’s golden years are their comfiest yet.
As an employee, your plan moves with you, so if you change careers, your benefits up to that point will still count towards your retirement! You can choose your retirement dates from age 50 to age 70, and when you retire, the policy provides monthly income for your retirement for life. You can either get a standard monthly payment or an upfront lump sum of 25% of your retirement funds, followed by reduced monthly payments. Your guaranteed investment option of 5, 10 or 15 years, ensures that your retirement isn’t hijacked by inflation! Should tragedy hit, in the event of your passing, all of your accumulation will go to your chosen beneficiary.
What’s there to lose? Get in touch today! Send us an email at [email protected]
Some Conditions Apply. Allowable expenses may be subject to limitations.