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What is the Ubuumi Personal Pension (UPP)?
The UPP is an affiliate scheme of the Octagon Umbrella Pension Trust Fund, designed for individuals in both the formal and informal sectors to save for retirement. It empowers you to build long-term financial security by saving and/or boosting your retirement income. The UPP is administered by Octagon Financial Services Limited, a licensed Pension Fund Administrator regulated by the Pension and Insurance Authority (PIA), with funds managed by licensed Pension Fund Managers.1.No Joining Fees – start saving with ease.
2.Minimum annual contribution: ZMW 6,000.00.
3.Flexible contributions – save at your own pace and top up whenever possible.
4.Payment made easy: Pay via Mobile Money platforms (MTN, Airtel, Zamtel) – quick, secure, and convenient. Pay via Bank Transfer or Bank Deposit if preferred. For those who want consistent savings without reminders, set up a monthly auto-deduction directly from your bank account. This ensures regular contributions, helping you build up retirement savings seamlessly.
5.24/7 online access via Octagon Pension Administration System(OPAS).
6.Withdrawals allowed any time after 2 years of contributing.
7.At retirement, use your savings to purchase an Annuity for guaranteed income for life.
8.In the event of death, your nominated beneficiaries receive your accumulated contributions.
9.Contributions and returns are taxsheltered, giving you more value
