Annuity Strategy for Retirement Funds
The Old Mutual Annuity Strategy for Retirement Funds consists of two at-retirement investment solutions - Fund Select Annuity and Max Income Living Annuity. To make sure the range meets the needs of most members, each annuity works slightly differently - but both are designed to give you the reliable pension income you need.
Please read the Annuity Strategy for Retirement Funds Annuity Brochure and watch the video below to understand the difference between a Life Annuity and a Living Annuity, as well as your options.
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- Annuity Strategy for Retirement Funds Annuity Guide
- Annuity Strategy for Retirement Funds Annuity Brochure
- Annuity Strategy for Retirement Funds Questions to consider before retiring
- Meet your Retirement Benefits Counsellors
- Retirement Benefits Counsellors vs. Financial Advisers
- What to consider when taking retirement savings in cash
- Life or Living Annuity Poster (A4)
This life annuity pays the pensioner a guaranteed monthly income for the rest of their life. Depending on various factors, including how well the market performs, they may receive a yearly pension increase, which will then also be guaranteed for life and will never be taken away. We have included some useful documents that will help you understand Fund Select Annuity better.
This living annuity allows the pensioner to choose which investment portfolio their retirement fund savings are invested into, and what percentage of their total invested amount will get paid to them as an income. Unlike Fund Select Annuity, there is no guarantee that this income in retirement will continue for the rest of their life. We have included some useful documents that will help you understand Max Income Living Annuity better.
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Free unlimited in-bound telephonic Retirement Benefits Counselling on the chosen annuity strategy solutions.
