Put a little more aside for later
In retirement, we all look forward to enjoying a level of security that allows us to maintain our lifestyle and care for our loved ones. Whatever your goals, your state pension might not cover everything, so it could be a good idea to put some money into a separate plan.
Our Retirement Pension Plan - Unit Linked is a personal savings policy designed to supplement your state pension. You can use it to build up a pot of money that will then provide a regular income during your retirement.
Interested? Get in touch with our wealth management team to get started.
Why get a Retirement Pension Plan - Unit Linked?
Discover more benefits
- Broad range of fundsBrings together a variety of global investment opportunities under one plan.
- Choose your risk levelSet your risk level then rest easy knowing our specialists will aim to keep your investments within it.
- Family friendlyStart a plan for your spouse or partner providing the tax credit eligibility criteria is met.
Who can apply?
To start a Retirement Pension Plan - Unit Linked, you need to be:
- an HSBC customer
- between 18 and 60 years old
- able to save at least €720 annually - that's €60 a month
Ready to get started?
To discuss our Retirement Pension Plan - Unit Linked, book an appointment with a member of our wealth management team.
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Take a structured approach to achieving your financial goals by working with one of our dedicated financial advisers.
Additional information
- Subject to change. Based on 2022 assessment.
- Tax information has been prepared on our understanding of current legislation, tax laws and Inland Revenue practice at time of publication. The applicable laws and legislation may change in the future. The Retirement Pension Plan - Unit Linked is recognised by the Commissioner for Inland Revenue as a Qualifying Pension Scheme under the Personal Retirement Scheme Rules (S.L. 123.163). The tax credit, which will be issued by the Inland Revenue Department, can be applied by an automatic deduction to the total tax amount payable or may be sent in the form of a cheque, depending on your type of employment. If you have any queries about the payment of the tax credit you should speak directly to the Inland Revenue Department or your tax advisor.
- For all information relating to cost and charges, read the Key Features Document (PDF, 291Kb) and the HLM Funds Key Information documents.