PENSION AND PROVIDENT FUNDS

PENSION AND PROVIDENT FUNDS


BPI Asset Management is one of the largest fund managers for pension and provident funds in the country, cornering over one-third of market share.

Pension and provident funds are cost-effective vehicles to fund, administer, and provide benefits committed to employees under company policy or by operation of law. These plans facilitate the availment of tax benefits under the law1. With the proper structure and tax qualification, the company and its employees may enjoy immediate financial benefits, including:

  • Reduced corporate taxes;
  • Reduced taxes on employee benefits;
  • Tax relief on investment income;
  • Superior investment returns; and
  • Lower employee benefit costs.

As business partner, BPI Asset Management provides administrative convenience by delivering a comprehensive line of services for pension and provident funds, with a dedicated Account Officer.

Our services cover:

  • Fund management
  • Employee Benefit Plan Administration
  • Pension Plan Administration
  • Provident Plan Administration
  • 24/7 online financial statements
  • Provident plan ledger reports

More importantly, the BPI Asset Management brand comes with a solid reputation for stability and dependability and a guarantee of excellent service.

To know more on how we could be of service to you, feel free to set an appointment or contact us and we will be more than glad to speak with you.




1 Republic Act 7641 (R.A.7641) mandates minimum separation benefits upon attainment of minimum age and service requirements even in the absence of any contractual commitment by the company. On the other hand, Republic Act 4917 (R.A 4917) complements R.A.7641 by providing tax privileges to both companies and retiring employees provided certain requirements are met.