BPM Financial has launched its newest financial product, the PERSONAL PENSION which is available to individuals between the ages 18-68 years. BPM CEO Peta Rose Hall outlined the benefits of BPM Financial Personal Pension, as providing a secure way to accumulate savings for retirement; maximum tax-free benefits through tax-deductible contributions; and tax-free gains on investment.

Mrs Hall emphasised that the earlier individuals begin saving for retirement, the longer they will have to accumulate those crucial savings to maintain their lifestyle in their later years.

BPM’s Personal Pension helps individuals who do not have a company sponsored pension fund to participate in and save up to 20% of their pre-tax income for their retirement. Another special feature, which makes Personal Pension more private and convenient, is the opportunity to create a personalised portfolio and diversify investments. With the aid of a BPM investment advisor, individuals are able to choose from a range of investments to suit their risk tolerance and time horizon. Additionally, contributions to Personal Pension are deducted before tax is applied to income.

Personal Pension is not only the newest but also one of many personalised Investment and Pension services offered by BPM.

These include:

Investment Presentations – done at Companies by BPM representatives or at staff meetings at a convenient time for your company.

Office Visits – A BPM representative visits organizations upon request of staff or Human Resource Officer.

Pension Management – BPM offers Administrative and Consultancy services to the Trustees of the Pension scheme and to the employees.

Portfolio Management – BPM Financial manages Client’s portfolios with the clients receiving regular updates and statements.

BPM CEO Peta Rose Hall

About BPM Financial

BPM, formerly Barita Portfolio Management Ltd. (BPML) was established in 1993 out of a growing demand for portfolio management services. With their unique way of helping you secure your future and, as their slogan reads ‘Taking You Higher’ – BPM Financial pride themselves on being able to provide institutions as well as individuals with premier investment management, which affords investors the opportunity to maximize the return on their investments.