How Smart Retire

works

Buckets with purpose

To make members pension savings work as hard as possible we ask them to split them into three buckets. Members are given projections all the way through and can change the amounts in each bucket and nothing is set in stone.

Keeping members in control of their money.

Allowing members to decided how they want to split their savings for the retirement they want to have.

Income buckets

Two different income buckets to meet members changing needs in retirement.

Saving bucket

Life is unpredictable – members can use this for one-off withdrawals.

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We’re here to help

Have a question about Smart Retire? Our friendly team is here to help.

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