Post-Retirement Products
IOOF Products
If you need to draw an income from your investments during retirement, term allocated pensions and standard allocated pensions are popular products that may suit your needs.
| Product | Detailed Description | Minimum investment | ||
|---|---|---|---|---|
| Pursuit Core Allocated Pension and Pursuit Core Term Allocated Pension (Closed to new members) | Pension Plan |
Pursuit Core Pensions offer you an easy and convenient way to turn part or all of your superannuation savings into a regular income stream in retirement. Pursuit Core Pensions offer two retirement income stream products: an Allocated Pension and a Term Allocated Pension (Closed to new members). When you invest through Pursuit Core Pensions you gain access to over 35 carefully selected managed funds across a range of asset classes. You choose the investment strategy that suit your needs and risk tolerance, and we do the rest. |
$10,000 per Pension | More information |
| Pursuit Select Allocated Pension and Pursuit Select Term Allocated Pension (Closed to new members) | Pension Plan | Pursuit Select Pensions offer you a comprehensive investment management and administration service to help you control, manage and maximise your superannuation savings in retirement. When you invest through Pursuit Select Pensions you gain access to over 180 managed funds. You select the investment strategy you want for your pension account using one convenient administration facility, making it very easy to manage your retirement income goals. | $20,000 per Pension | More information |
| IOOF Portfolio Service Allocated Pension | Pension Plan | Provides a regular retirement income stream for you from your initial lump sum investment. | $20,000 per Pension | More information |
| IOOF Portfolio Service Term Allocated Pension | Pension Plan | Provides a regular retirement income stream from your initial lump sum investment with significant social security and tax benefits. | $20,000 per Pension | More information |
IOOF - Your Investment Guardians