Members can keep some money invested which they can use to purchase a guaranteed income in the latter part of their retirement
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
Register for a demo and discover how Smart Retire works for members
See how members can build their illustration using our three bucket or take out a lump sum
Once their illustration is saved find out how the member journey continues
Once the demo is complete you can ask our team to keep you up to date with the latest Smart Retire news
Have a question about Smart Retire? Our friendly team is here to help.
Simply send us a secure message using our Register for a test drive buttons.