Leaving Service Options

The options available on leaving service may depend on how long you have been employed and a member of the Plan.

On ceasing service you are not permitted to maintain contributions to The Occupational Retirement Plan unless your new Employer is also participating in the Plan.

You are not required to leave your pension fund invested in The Occupational Retirement Plan and have the option to transfer your fund to an alternative pension arrangement at any time without charge.

Alternatively you may elect to receive a refund of the value of your pension account accrued through your own contributions less income tax at half the standard rate. However, you will forfeit the value of your pension fund accrued from your Employers contributions.

If you would like advice on the options available to you on leaving service please contact us.

The information in the links below explains how The Occupational Retirement Plan works and the options available to you at retirement.

Death Benefits
Plan Charges

Contact us

Rossborough Financial Services Limited

Email: enquiries@rfsl.co.uk

Jersey

Phone: 01534 500662
Fax: 01534 732262

PO Box 332, 41 La Motte Street
St Helier, Jersey JE4 9YA

Guernsey

Phone: 01481 241534
Fax: 01481 241535

PO Box 127, Rossborough House
Bulwer Avenue, St Sampsons 
Guernsey GY1 3HG

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