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The Lifestyle Series of Plans are designed to give you the best of financial and security options and the most effective of opportunities available in Trinidad and Tobago.
The Lifestyle plan is a flexible investment-linked annuity policy which provides funds for the purchase of a retirement pension beginning at any age between 50 and 70 years. A guaranteed pension is available at your chosen retirement age. The Lifestyle plan benefits from the performance of the Lifestyle Pension Fund which is a segregated fund with a balanced portfolio of investments having the potential for long term growth.
At your chosen retirement age you can use the fund accumulated value to purchase an annuity from the company or take 25% of your accumulation in cash and use the remainder to purchase an annuity from the company. Lifestyle is flexible enough to allow an early retirement after your policy has been in force for two, you have reached age 50, and all premiums have been paid.
LifeStyle Privilege Plan »
This product is designed for the 50 plus market. It is a deferred annuity plan which provides funds for the purchase of a pension beginning at any age from 52 to 70. It is available in two versions: Lifestyle Privilege 10 and Lifestyle Privilege 20.
LifeStyle Personal Plan »
This is designed for comfortable retirement with the best of financial and security options currently available.
This plan allows the investor to access international investments while saving for retirement in a tax efficient manner. It offers a hedge against saving for retirement solely in the Trinidad and Tobago market. Investments held in the fund may include overseas equities, sovereign debt, overseas commercial bonds and foreign currency term deposits.
