Jersey Personal Pension Schemes

Jersey Personal Pension Schemes

The Personal Pension Plan is designed exclusively for Jersey residents and is established under Income Tax (Jersey) Law 1961.

Our personal pension plan offers a flexible, tax efficient solution for retirement planning. It can accept transfers from existing (or previous) pension schemes, including QROPS transfers for UK pensions, and can be funded through contributions from the individual, their employer, or a combination of both.

With full tax relief available on contributions* and a number of options available to take your pension at retirement, with the ability to take a 30% tax free option after you reach age 50**, our personal pension plan offers a perfect solution for your retirement planning.

*subject to a maximum limit
**Tax Free cash from the age of 55 for UK pension transfers

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  • I have been dealing with Lisa and the Pension Team at Polygon for a number of years and I can honestly say their client service has been second to none. They are efficient, knowledgeable and nothing is too much trouble. Any request or problem is dealt with immediately and professionally. I find them a pleasure to work with!

    Shani Clark

    CEO | de Carteret Wealth