Executive Pension Plan

Giving your clients the future they deserve

What is it?

Our Executive Pension Plan (EPP) is designed especially for directors, senior executives and people who own their own businesses.

It lets an employer make regular and/or single payments into a pension fund. The individual members can also make contributions.

It’s set up under trust and trustees must be appointed to run the scheme. They're responsible for the day-to-day administration, such as making sure contributions are paid regularly and benefits are paid out on time.

Who’s it suitable for?

We can accept new members and increments to existing EPPs. However, our EPP is closed to new business for brand new schemes.

Next steps

Literature

Visit our literature library to download or order application forms, guides and other information.

Quotes

If you want a new business quote please contact us.

Existing EPP clients

If your client already has an EPP with us, visit our online services. Here you can:

  • view plan information and details
  • get current values and transfer values
  • view transaction lists
  • get projected maturity values
  • switch funds
  • change client details

The perfect pension mix

With our unique range of products, we can adapt to the needs of your clients.


A calculated approach to pensions

We’ve launched a range of tools to help you with pension planning.


Contact us

  • Click here for details of your AEGON Scottish Equitable consultant or access account manager