The Millennium Saver Pension Plan is designed to help you build a secure and sustainable retirement fund through disciplined savings and long-term investment growth. Offered in partnership with Sagicor, this plan provides an excellent opportunity to accumulate wealth over time with flexible contribution options tailored to your income and lifestyle. Whether you're self-employed, an entrepreneur, or working in the private or public sector, the Millennium Saver allows you to prepare for retirement with confidence. Your contributions grow tax-deferred and are professionally managed to maximize returns and safeguard your future. With the rising cost of living and uncertainties around state pensions, this plan ensures that you maintain your independence and quality of life throughout your retirement years.
To enroll, applicants must be within the eligible age range and provide valid identification and income details. Regular contributions can be made monthly, quarterly, or annually. The plan is designed to be flexible, allowing you to increase contributions or make adjustments as your circumstances evolve. Our advisors will work with you to structure a pension plan that aligns with your retirement goals.
Generally, you’ll need a valid photo ID, proof of address, and in some cases, income verification or a completed medical questionnaire. Specific requirements may vary based on the service selected.
Approval timelines depend on the type of service. Basic plans may be approved within 1-3 business days, while more complex products like insurance policies or investments may take longer due to underwriting or compliance checks.
Yes. All our services are designed to be flexible. Whether it’s life insurance, retirement savings, or estate planning, our advisors will work with you to tailor solutions that meet your unique goals and budget.
Some services may have minimum contribution requirements, while others allow you to start with what you're comfortable with. We provide affordable options for individuals, families, and businesses.
Absolutely. We understand that your needs may change. Our team will support you in reviewing and adjusting your plan or policy at any time to ensure it continues to meet your goals.
