In Retirement

When you retire you will be given options regarding the type of pension you wish to take. These options include provision for a surviving spouse, a choice regarding the length of time the pension is guaranteed to be paid (0, 5 or 10 years) and the choice of including annual increases in your pension.

Where death occurs prior to the end of the chosen guarantee period, a tax free lump sum is paid by the Trustee to your beneficiary. To assist the trustee, you should ensure that your Beneficiary Form is kept up to date.

Where a survivor spouse’s pension is payable, arrangements will be made for this to commence at the next pension due date.

Contact us

Should your require additional information, please get in touch with us:

Scroll to Top