The APT Multimanager
PRSA for the employed is a self directed
Non - Standard PRSA which allows you to choose from a wide range of
investment possibilities.
Our experienced investment consultants will work with you to
identify and understand your investment objectives and attitude to
risk. We will then advise you on a suitable strategy to meet
these objectives and help you with an appropriate investment
structure.
Alternatively you may choose our Default Investment Strategy (DIS)
which will make sure that your investments are appropriately
matched to you retirement needs
As we are not affiliated to any financial institution or investment
house and can provide you with impartial advice. You can thus
rest assured that the advice we give will be in your best
interest.
The advantages of the PRSA are
numerous, namely
Saving
The APT Multimanager
PRSA allows you save for your retirement in a tax
efficient way.
Employers
Employers may contribute on behalf
of their employees without the constraints of a trust based
occupational plan
Ownership
You achieve ownership of your
pension assets by avoiding the necessity to buy an annuity
(annuities are usually lost on the death of a spouse). Your
assets may remain in the PRSA until age 75.
Succession
The proceeds of your PRSA pass to
your family or estate on the death of your spouse.
Control
You own your pension assets and
control how they are invested.
Flexibility
You can draw down income and
capital from your fund after retirement as and when you require
it.
Tax efficiency
Investments can continue to
accumulate tax free within the PRSA until you withdraw them,
subject to some restrictions. PRSA's can also be a very tax
effective means of passing wealth on within a family.
Choice
The APT Multimanager
PRSA can invest in a wide range of asset types, both
direct and collective, with the potential for your pension fund to
continue growing after you retire. You can alter the structure of
your investment portfolio within the PRSA at any time.
APT online offers a robust interactive benefits portal for
your APT Multimanager PRSA, where you can access
you personal account online in a secure environment.
(Click
here for brochure)