Security of a pension, flexibility of a mutual fund
An income-for-life mutual fund for workplaces
Meet the needs of plan members by adding the Longevity Pension Fund to a defined-contribution savings plan, providing members a flexible option that helps them for their whole life, not only during their working years.
What makes it so effective?
Defined-benefit-like plan
Offer lifelong support to plan members with a defined-contribution plan that functions much like a defined-benefit plan, helping them throughout their lives.
Income for life
After plan members retire, they won’t lose the sense of security that comes with a regular paycheque.**
Flexible
Longevity offers financial flexibility—it's not a binding contract like other products. Plan members can access the lesser of their unpaid capital or net asset value whenever they want.*
Customizable
Speak to us today about tailoring the solution to meet the specific needs of plan members.
Portable
The Longevity Pension Fund is on Fundserv. Like all mutual funds, it can be transferred to any brokerage firm by the plan member post retirement.
How to help plan members
In Canada, there is no shortage of structures, plans, or programs to help plan members map their financial journeys to retirement. Once they retire, it's a different story.
Make your money last as long as you do with the Longevity Pension Fund
Need retirement resources for your employees?
Check out our resources to equip your plan members with the info they need to live life to the fullest.
*Funds are redeemable at the lesser of the investor’s net asset value or unpaid capital (initial value of your investment less any income payments made). Fees may apply. Please review the prospectus or speak to your advisor for more details.
**Although distributions are designed to increase over time, they may go up or down and are not guaranteed. The distribution level will be monitored closely, and may be adjusted depending on market conditions and unitholder redemptions (both voluntary and due to death).