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Who should invest in an Allocated Pension?


Allocated pensions generally suit your retirement income needs if you:

  • require a regular income in retirement
  • want greater control of your investments and/or want to take an active role in managing your investments
  • require access to your capital (with the exception of non-commutable allocated pensions)
  • want the ability to alter your investment choices, and/or
  • want the ability to alter the income level each year.
Talk to your financial adviser if you would like to see if an allocated pension is the best retirement product for you. (Fill in our online Contact a Financial Adviser form to arrange an appointment, if you like.)
 
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