Security of a pension, flexibility of a mutual fund
What makes it so effective?
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.**
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.*
Speak to us today about tailoring the solution to meet the specific needs of plan members.
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.
*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).