A personal pension is a type of retirement savings plan that individuals can set up independently. The personal pension plan is a tailored savings scheme aimed at securing your retirement by making regular contributions to an interest-earning fund.

1. Financial security. Provides a retirement income
2. Flexibility in amount and frequency of contributions
3. Compounded Growth: Investment returns compound over time, significantly increasing the retirement fund
4. Peace of Mind: Knowing you have a reliable income source reduces financial stress in retirement
5. Contributions receive tax relief

• Details of the client: name, copy of ID & KRA pin
• Completed application form
• Preferred monthly contribution