Miscellaneous 2006

Market linked pensions

Source: Victoria

Published Date: 28 Feb 2006

 

This presentation covers:

  • recent changes including the new 100 year terms and the impact of reserves
  • non-commutable market linked pensions - the tips and traps
  • RBL issues - accessing pension RBL
  • reversionary pension beneficiaries
  • choosing the most appropriate term
  • documentation and trust deed issues
  • combining market linked and allocated pensions
  • social security planning issues.

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Individual Session

Market linked pensions

Author(s): David Foulds
Materials from this session:

Details

  • Published By: David Foulds
  • Published On:28 Feb 2006
  • Took place at:Leonda by the Yarra, Hawthorn

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