CONNECT - Pension Purchase Strategy

Objective:

To keep pace with the cost of buying an Annuity.

How is this achieved?

By investing in Government and Corporate bonds.

What does this mean?

Your pot will be invested in bonds that may rise and fall in value in line with bond yields. Bond yields change constantly over time and returns are not guaranteed.

This Strategy may be suitable for you if

You are close to retirement, looking for a return which will move broadly in line with the cost of buying an Annuity. It's unlikely to be suitable if you are many years from retirement.

The disadvantages this Strategy may have

Bonds are likely to deliver relatively low long-term returns. The amount of your Retirement Pot may fall.

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pdfCONNECT - Pension Purchase Strategy Q1 2021 April  2021 Download