Preservation Funds

Preservation funds allow you to retain and protect your retirement savings when changing employment, without triggering unnecessary tax liabilities.

What It Does:

Your accumulated retirement savings remain invested, allowing continued growth while preserving tax advantages under the Pension Funds Act.

Benefits:

  • Maintains retirement savings continuity

  • Tax-efficient structure

  • Investment flexibility

  • Limited access to funds if required

Who It’s For:

Employees changing jobs who want to protect and grow their retirement savings until retirement.

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