Direct Investors

The Pentalpha Income for Life Fund is designed for investors transitioning from wealth accumulation to wealth utilisation. There are over five million baby boomers (born 1946 to 1964) who have started or will be moving towards their lives after full-time work.

The Federal Government’s Financial System Inquiry has highlighted the need for retirement income products that better address the risk of a person outliving their retirement savings (known as ‘longevity risk’).

The Pentalpha Income for Life Fund is designed with these needs in mind as part of the solution to providing a Comprehensive Income Product for Retirement (CIPR) for such investors.