Later years bucket
Members can keep some money invested which they can use to purchase a guaranteed income in the latter part of their retirement
How the bucket works
Members choose the age when they want to access money invested in the later year's bucket
We’ll try and grow their money until their chosen age by investing in a medium to long-term fund
When they're ready, they can use the money however they want – whether that’s buying an annuity or taking it as a lump sum
We’re here to help
Have a question about Smart Retire? Our friendly team is here to help.
Simply get in touch by using our online contact form.