Our retirement products
IOOF offers a range of retirement (pension) products designed to suit the varied needs of clients looking to generate a regular income stream from the superannuation they’ve accumulated. Our pension administration platforms offer access to a comprehensive menu of underlying investment options, online and paper-based reporting and industry-leading customer service and support.
Pursuit is our flagship pension product and comes in two versions – Pursuit Focus and Select.
- Pursuit Focus is a simple, cost effective solution for your retirement savings needs. It offers access to our suite of highly regarded multi-manager funds and access to industry leading insurance options. It’s a great place to start.
- Pursuit Select is fully featured and allows you greater flexibility in managing your money. It’s designed for people who want to take greater control of their investments and access a wider range of investment options.
The great news is that you can switch between Pursuit Focus and Select simply, easily and at no cost.
As our premier corporate super product, IOOF Employer Super offers you two pension products, an account-based pension and a transition to retirement pension. This means that when you are ready to stop working, you access the right pension for you and still maintain your corporate fee discount.
The Portfolio Service is a product we’ve designed specifically to meet the needs of our financial advisers and their clients. The pension product within The Portfolio Service is called the Retirement Income Plan. It’s designed for investors who want a dynamic and flexible solution that allows them to be actively involved in the management of their account.
Can’t find your IOOF retirement product listed above?
Click below for more information on our retirement products which are closed to new business from the general public:
- IOOF Portfolio Service
- IOOF Pursuit Core
- Financial Partnership Portfolio Service
Speak to your financial adviser for guidance on which of our retirement products is best placed to meet your needs.