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WorkSave Pension Plan

Our WorkSave Pension Plan is a group personal pension that provides a tax-efficient framework for investing in an extensive range of insured funds, with the option to offer self-investment if required. The plan was designed with the collective needs of an employer's entire workforce in mind.

Our WorkSave Pension Plan also offers the option of the Future World Multi-Asset Fund for employers who wish to offer their members a default arrangement that takes a positive ESG stance.

Contact us

We'd like to share our experience and expertise with you. Speak to us if you would like to view a demonstration of our online solutions, or if you have any specific client projects that you would like to discuss.

Literature and forms

All the documents and literature about the WorkSave Pension Plan.

Responsible investing

Find out more about our policies and actions on responsible investing so you can share our credentials with your clients.