Research has shown many people delay planning for retirement until the last minute. By then, decisions can feel rushed and sometimes irreversible. Retirement choices are often once-only decisions and leaving them too late can limit your options.
That’s why we are developing a proactive retirement contact plan, so we won’t wait for you to come to us.
We’ll walk with you, at the right time.
As you move closer to retirement, we will reach out with practical, timely support delivered in stages. You may receive a simple retirement readiness check, an estimate of the income your super could provide, clear explanations of your pension options, and help setting up your pension when you retire.
Some of this support will be digital, making it easy to access when it suits you. When decisions really matter, you will also be able to speak with a real person.
Guidance when you want it, advice when you need it.
Most members tell us they want to understand their options before seeking financial advice. We will start with clear, practical guidance in plain English to help you make confident decisions. If your situation is more complex, we can then connect you with advice.
Keep an eye on your inbox for updates and make sure your contact details are up to date.
Thank you to all the members who took part in the survey. Your contribution will ensure we’re with you at every stage of retirement. Before, during and beyond.