Investment Funded Income

Pay a once-off lump sum with income derived from your retirement funds to receive an income based on the performance of the underlying investment(s) chosen.

Features and Benefits

  • Unlimited, free switching between funds.
  • 100% investment allocation.
  • Flexibility in terms of income frequency – annually, bi-annually, quarterly or monthly.
  • You can draw between 2.5% and 17.5% as an income annually which can be reviewed on the anniversary date of your contract.
  • Should the markets under-perform your capital may be depleted.
  • You may switch to the Income for Life option at any stage.
  • You may bequeath the remaining investment to a nominated beneficiary.
  • The optional "Investment Top-up", where a portion of your capital is invested separately and paid out, with growth, at a predetermined age, serves as a protection against longevity.