Retirement is a new life chapter. Like all new beginnings, it involves planning ahead, and making financial decisions that are right for your members. Available exclusively to Plum members, Plum Retirement Income (PRI) offers a simple, flexible and tax effective account based pension. Which means your members can invest their super into a pension account that can provide them with a steady, ongoing income when they retire or while they transition to retirement.
 

Growth powered by smarts

When it comes to retirement planning, we understand that some people like to be actively involved in investment decisions while others prefer to leave it to the experts. For this reason, PRI offers two different investment paths to suit varying levels of involvement and investment knowledge. We call these the: 

• Cultivator Investment Path; and
• Self-Select Investment Path 

The Cultivator Investment Path assists members with their initial and ongoing investment decisions by allocating money across three specially chosen investment pots to help encourage growth and protect against market movements – a common strategy used in retirement planning.  

Members have the choice

Plum Retirement Income also allows members to choose how their money is invested with the Self Select investment option. This means that members can invest their money, their way, to match their personal circumstances.  Note, Transition to Retirement members can on select this path. To learn more about Plum Retirement Income, visit plum.com.au/PRI
 

Get growing

To open a Plum Retirement Income account members can log in to their online account, chat with us online or call us at 1300 55 7586 Monday to Friday between 8am to 7pm (AEST).
 

Things to consider

Any advice or information provided is general only, and has been prepared without taking into account your objectives, financial situation and needs. Before acting on any advice, you should assess or seek advice on whether it is appropriate, having regard to your objectives, financial situation and needs. © NULIS Nominees (Australia) Limited (ABN 80 008 515 633, AFSL 236465) is the trustee of the MLC Super Fund ABN 70 732 426 024, and the issuer of Plum Retirement Income product. Plum is a division of the MLC Super Fund. A Product Disclosure Statement (PDS) for the Plum Retirement Income product is available at plum.com.au or by calling 1300 55 7586 Monday to Friday 8am to 7pm (AEST). You should obtain and consider the PDS for this product before making any decision about whether to acquire or continue to hold the product.