Secure your clients’ retirement with Longevity

We're here to help you provide your clients with a stable financial foundation so they can reach their retirement goals.

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How Longevity strengthens your practice

Longevity is meant to form part of an income plan during retirement alongside other asset classes in your clients' portfolio. It's a simple solution that will benefit your clients and your practice.

Client Benefits

• Simplify the transition from working to retirement with lifetime income.

• Keep clients focused on what is important to them and not what their portfolio is doing.

• Provide an investment option they may not be able to buy across all platforms.

Advisor Benefits

• Ensure your assets stay on book, building recurring revenue.

• Easily implement the fund—which has a low to medium risk rating—in your clients’ books.

• Free up time to focus on wealth preservation and growth, instead of decumulation and what needs to be sold next.

How does the fund work?

Income for life

Help your clients receive income for life* through monthly distributions so they can retire with confidence and peace of mind.

Redeemable structure**

Offer flexibility so your clients can redeem their unpaid capital if they need it, or have it returned to their estate if they pass away.

Distributions designed to rise

Provide a high starting income rate* that’s designed to increase over time, future-proofing your clients from inflation.

Key stats from the 2022 LifeWorks review

The Fund successfully paid income for life in 100% of the scenarios modelled.

Distribution levels are designed to increase* over time with average distribution levels for a 65-year-old investor at 7.1% and 8.2% over a 20-year and 35-year period, respectively.

In 95% of cases (over 45 years), the distribution level doesn’t drop below 5%.

® Registered trademark of Longevity Funds International Inc.; used under license. Patent pending.
These figures are 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.
*The Longevity Pension Fund is designed to provide income for life, with an initial targeted annual income payment of 6.15% for a 65-year-old individual. The payments are designed to increase over the long term; however, they may go up or down to reflect the performance of the underlying investments and other factors such as mortality experience of the cohort. A traditional lifetime income solution could include a lifetime income annuity with a 10-year guarantee period, which has on average a fixed starting payment of 5.76% for 65-year-old males (Source: Cannex, May 19, 2021).
** The Fund has a unique mutual fund structure. Income in the form of Fund distributions is not guaranteed, and the frequency and amount of distributions may increase or decrease. Most mutual funds redeem at their associated Net Asset Value (NAV). In contrast, redemptions in the decumulation class of the Fund (whether voluntary or at death) will occur at the lesser of NAV or the initial investment amount less any distributions received. 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.

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. There can be no assurances that the full amount of your investment in the fund will be returned to you.
Forward-looking statements are not guaranteed. Certain statements on this site may be forward-looking. Forward-looking statements (“FLS”) are statements that are predictive in nature, depend on or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” “intend,” “plan,” “believe,” “estimate” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS. FLS are not guarantees of future performance and are by their nature based on numerous assumptions. Although the FLS contained in this document are based upon what Purpose believes to be reasonable assumptions, Purpose cannot assure that actual results will be consistent with these FLS. The reader is cautioned to consider the FLS carefully and not to place undue reliance on the FLS. Unless required by applicable law, it is not undertaken, and specifically disclaimed, that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise.