Life & Health
Pensions & Retirement
Retirement planning for employers and individuals — umbrella and occupational schemes, individual pension plans and consultancy on scheme design, administration and member education.
What this policy covers
- Umbrella and occupational retirement schemes
- Individual pension plans
- Scheme design and administration support
- Member education and communication
Why arrange it through Hace
- Independent review of administrators and fund managers
- Support with trustee and governance requirements
- Comparison of fund performance and charges
- Help with member onboarding and transfers
Optional extensions
- • Group life integration
- • Post-retirement medical planning
- • Additional voluntary contributions
Common exclusions
- • Investment returns are not guaranteed and depend on fund performance
- • Access to benefits is governed by retirement benefits legislation and scheme rules
Frequently asked
Do you administer the fund yourselves?+
No. We advise on scheme design and help you select and monitor licensed administrators, custodians and fund managers, then support your trustees and members.
Ready to arrange pensions & retirement?
Tell us what you need to protect and we will compare the market and come back with clear options.