MLC MasterKey Pension Fundamentals can help you to control your client's retirement income stream and also make the most of their current and future investments.
Your client is able to choose the amount of income and the frequency with which they wish to receive it in retirement. Your client also has the option to transition to their retirement over time while their income is supplemented should they still be working.
We reward them as their portfolio fund balance grows by refunding a portion of our fees back to them. We also pass on to them any payments we receive from external fund managers.
MLC MasterKey Pension Fundamentals may be suitable for your client if they're investing directly with us, or are using your services as a financial adviser, and want the flexibility to pay for that service on agreed terms.
A tax-effective, flexible income stream with a choice of investments, it all adds up at MLC.
To learn more about MLC's retirement strategies refer to the Resource centre, download the product PDS or call the MLC Adviser Hotline on 133 652