All members aged 50 years or over are covered by this Strategy. Younger ‘in-scope’ members can take advantage of the Strategy on a largely self-service basis.
For the purposes of this Strategy, the Trustee has determined the meaning of retirement income to include:
For the purposes of this Strategy, the Trustee has determined the period of retirement is from when a member retires from the workforce (or age 67 if earlier) to the date of the member’s death.
The Trustee’s Strategy is to provide guidance for members entering and in retirement. Members need to balance the objective of maximising their retirement income in relation to their desired income stability and sustainability, and flexible access to funds as required. The Trustee recognises that members have different retirement income needs and will prioritise each of these objectives differently depending on their situation.
To assist members the Trustee provides members with:
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