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Equiom's ePlan retirement solution offers multinational employers the opportunity to provide retirement benefits to their internationally mobile employees (IME’s).
ePlan is designed specifically for employers wanting to provide a retirement savings plan to IME’s in a safe and secure environment.
Equiom acts as a joint trustee together with Moore Stephens Isle of Man whilst the plan administration will be undertaken by Moore Stephens Retirement Solutions Ltd (MSRS). ePlan can be established in EUR, GBP or USD with access to a range of offshore investment funds enabling members to make contributions in addition to employer contributions. Member entitlement is available as a 100% lump sum which is not subject to tax in the Isle of Man and is available at retirement or upon leaving the plan sponsor.
Additional benefits to the employee include receiving a benefit due to early retirement, for example due to ill health, and importantly, security and peace of mind is provided as MSRS is registered by the Isle of Man Insurance & Pensions Authority as a professional retirement scheme administrator.
- An Isle of Man approved occupational pension scheme
- A cost effective and efficient opportunity to accumulate a retirement benefit in an offshore environment; transparent charging
- An attractive employee benefit provided to enhance the recruitment process
- Funds available in EUR, GBP and USD
- The option for employer and employee contributions; both regular and lump sum
- Member entitlement to a 100% lump sum benefit – not subject to Isle of Man taxation
- A fully interactive website for both employers and members
- Access to a range of offshore investment funds managed by globally recognised investment fund houses
Access your plan account here - ePlan
Click here to access further ePlan information
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- together with our joint trustees - Moore Stephens Retirement Solutions - ePlan is overseen and operated by our highly qualified and experienced teams
- in addition to providing an important employee benefit employers can also use ePlan to retain staff
- ePlan provides members with fully interactive online access to their account enabling them to monitor performance and change investment selections as and when required
- ePlan is regulated and registered in the Isle of Man, providing members with a safe environment in which to accumulate their retirement benefits
“… By combining the best that both Equiom & MSRS have to offer, together we deliver fresh, innovative and modern solutions to a market facing change brought about by globalisation, legislation and employee expectations…”