Side by Side Comparison
You will see what happens to your savings when you switch.
Even after the initial drop in value (due to the withdrawal penalty) you are soon able to overtake the
previous value of your Regular Savings Plan.
This is because the alternative account has much lower fees.
Current Fees & Charges
You will see a typical breakdown of the fees and charges you are likely to be paying, although the wording
maybe different, these charging structures are similar across all providers such as Zurich and FPI.
From our experience the typical customer in a Regular Savings Plan will be paying more than $4000 in
You will see your total projected savings (including all fees and penalties) based on how many years you
have left on your plan.
The less you are paying in charges, means more of your money can be put to work and invested instead.