How is an ARF invested?
An ARF is a post-retirement pension fund that usually houses the 75% balance of a pre-Retirement Pension Fund, after the 25% lump sum. An ARF can be taken out at any between 50 – 75.
An ARF can only be in one person’s name and not held jointly.
Unlike an Annuity / DB Scheme, an ARF forms part of your Estate on death.
How is an ARF Invested? This completely depends on the individual’s appetite to risk and investment preferences. Compass Private Wealth deal with both InsuranceCompanies and Self-Administered ARF Providers to ensure a full choice of Investment Structures & range of Investment Strategies.