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5.5 Terms

  • Schemes can be set up under trust or alternative approved governance structure based on contract law.

  • Standard maximum 1% charge is to cover provision of annual fund statements, provision of basic information, and explanatory material.

  • Retirement cash permitted of 25% of the fund (except protected rights fund).

  • Income withdrawal to be permitted.

  • Contributions can be stopped, without penalty.

  • Transfers in and out must be allowed, without charges.

  • Retirement age to be between 50 and 75.

  • Life cover to be restricted to that provided by 10% of the stakeholder premium


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