OMERS Pension Guide

This Guide is intended to provide an overview of the OMERS Workplace Pension and aims to answer some of the most asked questions. If you require further information on any aspect, the Guide directs you accordingly.

The Guide has been prepared by our Pension Advisers, James Murray Associates (JMA). Contact details for JMA are shown below.

For Servicing:

Angela Garcia corporate@jmurray.co.uk

For Advisory:

Nick Young nyoung@jmurray.co.uk

David Keary davidk@jmurray.co.uk

Contact No: 0208 6423680

Anyone who requires personal advice is welcome to contact JMA and discuss options. Before engagement, JMA will confirm the cost involved – fees incurred are payable by employees personally.

Important Notes

When considering the information contained in this guide:

1. The information is based on current UK Tax and UK Pensions legislation. HMRC can change this at any time in the future. 2. Whilst every effort has been made to ensure the accuracy of the information provided, it is for guidance only. It does not in itself confer any right or privilege. 3. OMERS reserve the right to change benefits at any time. 4. The information should not be construed as advice and you must decide if the Plan is suitable, affordable and meets your personal objectives. If you have any doubts as to whether the Plan meets your requirements, you should seek individual advice (any costs incurred would be payable by you personally).

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