The Income Draw Down Fund gives retirees control over the investment of their benefits by providing income while during investment. It is an alternative to annuities where returns are fully vested on the member. The minimum investment period is 10 years after which they can either access the remaining funds as a lump sum, buy an annuity or continue drawing down.
Benefits of the Income Drawdown Fund:
The client is in control off the specific asset classes where their funds are invested
The client enjoys inflation beating returns
The member is aware of the remaining fund balance at any given time
Upon demise of the member, beneficiaries can access the balance of the fund
There is no gender disparity on payouts
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