Retire confidently with income for life
The Longevity Pension Fund is a mutual fund trusted by experts and designed to provide lifetime income to Canadian retirees.
Why invest in the Longevity Pension Fund?
Income for life
Receive income that lasts your entire life** through monthly distributions so that you can retire with confidence and peace of mind.
Secure a high starting income rate that's designed to increase over time, allowing you to reach your retirement goals.
Complete Access to Unpaid Capital
The Longevity Pension Fund's design allows you to change your mind anytime and redeem the remainder of your original investment.
Security of a pension, flexibility of a mutual fund
See how much retirement income you can earn from Longevity
The above is for illustrative purposes only. It should not be considered investment advice or financial advice and is not tailored to the needs or circumstances of any individual investor. This calculator uses the current yields to calculate the starting annual income. The future distribution levels are modelled through LifeWorks ESG data as of September 30, 2022, using the average for each year out of 2,000 stochastically generated future economic scenarios. The results shown are purely hypothetical and do not provide a guarantee of expected performance of the Fund. Reach out to professional advisors who can consider your unique financial circumstances prior to investing or planning for retirement.
Longevity Advisory Committee
A group of world-renowned experts in the retirement space, representing academia, pension plan design, actuarial science, financial planning, and pension investing and operations. This group meets regularly to provide feedback on critical fund decisions and explore ways to expand our fund offering to help Canadians retire more confidently.
The Longevity Pension Fund is recommended by the Canadian Association of Retired Persons (C.A.R.P.)
Trusted by experts, backed by the best
We're guided by retirement experts around the world and backed with financial support from OMERS Pension Plan and Allianz.
“I was looking for a turnkey solution to generate retirement income…Reading in various financial publications online about Purpose Investments and the idea of structuring the unique Longevity Pension Fund, I decided this one was for me, enabling me to pensionize assets and have no financial worries for the rest of my life!”
Rik K., British Columbia
Speak with your advisor to see how Longevity can fit into your portfolio, or contact us:
*Although distributions are designed to increase over time, they may go up or down and are not guaranteed. The level will be assessed regularly, and impacted by market conditions and unit holder redemptions (both voluntary and due to death). This figure is for illustrative purposes only. Distributions and returns for investment funds may fluctuate and are never guaranteed. This should not be considered investment advice or financial advice, and is not tailored to the needs or circumstances of any investor. Always reach out to professional advisors to consider your unique circumstances prior to investing. This calculator uses the current yields for individuals born in 1956 or earlier, and the initial lifetime income target for those born in 1957 or later to calculate the starting annual income.
**You can always access the lesser of unpaid capital (initial value of your investment less any income payments made) or your net asset value. Fees may apply. Please review the prospectus or speak to your advisor for more details.