You have read our literature and have decided that this pension plan is right for you
You decide how much and how often you wish to contribute to your pension. You can use our online pension calculator to help you with this decision.
You decide whether you want to participate in our Model Portfolios to invest your contributions or whether you prefer the Bespoke Service and work with a financial adviser to design your investment strategy.
You complete the application form. You can download our application form and complete it yourself, or you can contact us for an appointment and we will help you complete the paperwork and answer any further questions you may have.
You submit your application form to us together with a proof of ID and address. The application form has details of the documents we can accept. If you bring in your originals, we can certify them for you.
We will process your application and confirm your acceptance into the scheme within 2 working days. We will then apply to the Gibraltar Income Tax Office for individual approval. Once this is received, your pension will be ready to start accepting your contributions.
You will receive your Prosperity Personal Pension Plan welcome letter.