BT Lifetime – Flexible Pension investment options

To make the most of your retirement savings you need to make sure you choose funds that suit your needs both for income generation and for the growth that preserves your capital. That means taking into account factors including your age, lifestyle and existing investments. A financial planner can help you develop an investment strategy tailor made for you.

Reviewing your risk profile can help sift you through those choices.

The BT Lifetime Flexible Pension Plan provides 17 choices covering all asset classes and a range of different fund managers.  Once you know what type of investor you are it is easy to find the information you need.

The information

• Fact sheets
  Fact sheets give you a concise view of where the fund invests and who manages your money
• Unit prices
  Unit prices give you the latest unit prices and historical unit price information and allow you to chart how unit prices have moved over time.
• Performance
  Performance information on portfolio returns over both the short and long-term.

The Product Disclosure Statement contains all the details on the product rules, fees, costs and features.

Ready to apply

Flexible pensions can only be opened using superannuation benefit monies classified as Unrestricted Non Preserved.  See your adviser or call BT if you have questions about your super.

When you are ready to covert your super savings into an flexible pension, there are a number of ways to apply for the BT Lifetime – Flexible Pension.