Soulmates: The Longevity Pension Fund and the RRIF

Learn how combining with the Longevity Pension Fund with a Registered Retirement Income Fund (RRIF) can provide multiple benefits that cater to the needs of retirees.

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Rethink Retirement

When Should You Take CPP?
Maximize Your Retirement Income: The Unique Benefits of Holding the Longevity Pension Fund Within a TFSA
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Person fishing at the ocean
Meeting Income Needs in Retirement
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Low Longevity Awareness in Investment Management

Simon Barcelon and Omer Poroy

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13 Feb 2024

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The critical role of longevity awareness in retirement planning, emphasizing the need to align financial strategies with evolving life expectancies.
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Risk Pooling: The Unseen Pillar of Modern Society

Simon Barcelon

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25 Jan 2024

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A few age-old concepts continue to profoundly impact our lives, and risk pooling emerges as a financial marvel that's often overlooked but deeply significant.
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When Should You Take CPP?

Purpose Investments

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28 Oct 2022

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As one of the two main pillars of Canada's public retirement income system, many do not know your CPP amount changes depending on when you take it.
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Retirement in a Time of (Still) Rising Interest Rates

Simon Barcelon

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15 Oct 2023

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In a near-unprecedented economic environment, investors in or nearing retirement still need to decide what retirement investments work best for them.
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3 Tips for Retirees in 2023 Tax Season

Simon Barcelon

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9 Mar 2023

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4 mins

It’s that time of the year, when you start receiving emails and slips in the mail reminding you that tax filing is around the corner. Here are 3 ways to give you more peace of mind when it comes to paying, saving and avoiding future taxes.
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Longevity’s 2022 Fund Review and Actuarial Report Summary

Simon Barcelon

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28 Nov 2022

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We've summarized our Annual Report to maintain transparency on how the Fund is structured and how it's progressing towards achieving its goals.
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Purpose Investments Releases Annual Report With Actuarial Review for Its Longevity Pension Fund

Purpose Investments

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28 Nov 2022

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Purpose Investments is happy to announce the release of the first Annual Report for its Longevity Pension Fund.
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Purpose and LifeWorks Partner to Offer Longevity Pension Fund as Option for DC Plan Sponsors

Purpose Investments

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17 Oct 2022

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Innovative retirement solution now available as a plan option on LifeWorks’ best-in-class platform
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What Can Sports Teach Us About Retirement?

Purpose Investments

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11 Oct 2022

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While sports are a central part of society, there are many parallels between it and society. Let's take a look at what sports can teach us about retirement.
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How Longevity Fits Into a Retirement Portfolio

Clayton Brown

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23 Sep 2022

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As an advisor, you always strive to do what's best for your clients and in retirement, they want to feel secure knowing their investments won't run out.
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Innovation in Retirement Investment Solutions

Fraser Stark & Simon Barcelon

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14 Sep 2022

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It's great to see another fund incorporating longevity risk pooling, but we're confident Longevity is the strongest solution for retirees.
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What Happens if You Retire When the Markets Are Down?

Simon Barcelon

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22 Aug 2022

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Bear markets can endanger retirement plans. However, with the right strategy, you can confidently live a fulfilled post-work life.
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How Much Do I Need to Save for Retirement?

Purpose Investments

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17 Aug 2022

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We’re often told to save as much as possible over the decades of our careers to help finance our lives in retirement, but how do we know if it's enough?
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What Happens if You Live Longer Than You Expect?

Clayton Brown

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21 Jul 2022

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Canadians are living longer lives, and while that's great, it can create a real financial strain, especially for those without defined benefit pension plans.
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The Benefits of Regular Exercise After 65

Purpose Investments

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21 Jun 2022

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5 mins

As George Burns once said, "you can't help getting older, but you don't have to get old." Check out these individuals who exemplify this.
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One Year of Income for Life

Fraser Stark

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1 Jun 2022

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4 mins

Today marks one year since we launched the Longevity Pension Fund. Read this note from our President recapping our first year and discussing our future plans.
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The Importance of a Retirement Plan

Purpose Investments

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30 May 2022

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5 mins

When looking at retirement, plans are always important. When you have a plan, you can make informed decisions and act, not react, to situations that can arise.
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How to Invest When You Might Live to 100

Simon Barcelon

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22 Apr 2022

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Although a long life in general is obviously appealing to many, it complicates retirement planning.
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Five Tips to Living a Longer and Happier Life

Purpose Investments

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4 Apr 2022

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5 mins

Here at Longevity, our mission is to help Canadians live vibrant and fulfilled post-work lives, whether that's exploring ways to solve income security, embracing new passions, or playing fun games to help keep your mind in shape.
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Purpose Investments Releases Longevity Pension Fund Income Policy on How the Fund Manages Income-for-Life Payments to Retirees

Purpose Investments

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22 Feb 2022

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3 mins

Purpose Investments Inc. is happy to announce that an independent review prepared by LifeWorks (formerly known as Morneau Shepell) that assesses the Longevity Pension Fund’s ability to provide income for life to Canadian retirees is now available.
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Beating Inflation in Retirement Starts with a Plan

Simon Barcelon

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20 Jan 2022

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3 min read

Inflation just hit a 30-year high in Canada and many retirees and those planning for retirement are worried about how this might affect their plans. This article provides easy tips and strategies for battling inflation in retirement and protecting your purchasing power.
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When Your Retirement Plans Go Awry

Clayton Brown

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10 Dec 2021

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3 min read

Expectations and reality don't always follow the same path. So don't be caught off guard when these common expectations fall flat.
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How Do You Solve a Problem like Decumulation?

Fraser Stark

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4 Nov 2021

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5 Minute Read

How Do You Solve a Problem like Decumulation?
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Retirement Through the Ages: A History of Pensions and Policies

Simon Barcelon

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26 Oct 2021

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5 Min Read

The concept of retirement wasn’t initially created to reward people after a lifetime of hard work. In fact, it had a much more strategic—maybe even Machiavellian—origin story.
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Illustrative picture for the article Three Keys for a Happy Retirement. Picture: A woman smiling.

Three Keys for a Happy Retirement

Simon Barcelon

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21 Oct 2021

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3 Min Read

We spend a lifetime planning to retire, but when we actually do, many struggle to find happiness. Here’s how to fix that.
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Till Death Do Us Part: How Couples Can Create Retirement Income for Life

Clayton Brown

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7 Oct 2021

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6 Min Read

As we approach retirement, we start to spend more time thinking about our mortality, especially when we expect our future is likely shorter than our past.
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Purpose Investments Announces Advisory Committee for Longevity Pension Fund

Purpose Investments

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5 Aug 2021

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3 Min Read

Purpose Investments announces the appointment of four members to a new Advisory Committee for the Longevity Pension Fund.
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Illustrative picture for the article Not Guaranteed: A Feature Not a Bug. Picture: Two people hugging each other.

Not Guaranteed: A Feature Not a Bug!

Fraser Stark

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26 Jul 2021

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When people first learn that the Longevity Pension Fund offers income for life, some naturally draw a parallel to lifetime annuities offered by insurance companies. The first question we often get, understandably, is “but, is that distribution rate guaranteed?”
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A New Alternative to Annuities

Fred Vettese

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6 Jul 2021

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6 Min Read

Pension expert and retirement author, Fred Vettese compares how the Longevity Pension Fund may perform against an annuity under different scenarios.
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Longevity Pension Fund Announces First Distributions

Fraser Stark

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25 Jun 2021

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3 Min Read

Purpose Investments Inc. is pleased to announce that Longevity Pension Fund paid out its first income distributions today.
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Illustrative picture for the article How to Help Plan Members Navigate Their Finances After Retirement. Picture: Three people looking at a computer screen.

How to Help Plan Members Navigate Their Finances After Retirement

Longevity Team

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24 Jun 2021

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5 Min Read

In Canada, there is no shortage of structures, plans, and programs to help plan members in the accumulation phase map their financial journeys to retirement.
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Income for Life: How It’s Possible

Fraser Stark

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18 Jun 2021

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5 Min read

When we designed the Longevity Pension Fund, we wanted to find a solution to address the growing issue of income instability for Canadian retirees. To us, a simple solution to this problem involves providing income for life.
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Purpose Investments Launches Longevity Pension Fund, the World’s First Income-for-Life Mutual Fund

Purpose Investments

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1 Jun 2021

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5 Min read

Longevity Pension Fund was designed to address the growing social challenge around income security in retirement for Canadians.
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Illustrative picture for the article How Does It Work? A Longevity Pension Fund Theoretical Case Study. Picture: A woman and a kid making dough.

How Does It Work? A Longevity Pension Fund Theoretical Case Study

Fraser Stark

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29 May 2021

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Let’s meet Nicole. Nicole is 66 years old and after 40 years in the hospitality industry as a pastry chef she has finally decided to hang up the oven mitts.
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