Income Draw Down

The MILELE INCOME DRAWDOWN FUND seeks to offer the financial freedom, flexibility and security in retirement planning that we feel is not available in the traditional annuity program. As an alternative to the annuity purchase, the income drawdown arrangement, we believe, offers a better alternative allowing retirees to adopt an investment profile that manages the risk and provides a guaranteed income flow, whilst also having a smaller portion invested in real assets that would offer inflation protection over the long term.

The benefit with income drawdown over annuities, is that any residual balance that remains when the retiree passes on, will be paid to beneficiaries, without reducing the pension drawdowns, unlike in annuities.

Other Products: Pension Fund Management, Property Investment Advisory

Service: Institutional Training