IOOF Essential Pension

Seamlessly transition to your new life

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The easiest way to move from super to pension payments, with a key focus on minimising all unnecessary cost

Features and benefits

  • Simplified investment menu with 15 Multi-Manager Investment options
  • Simple, low cost fee structure
  • Lifetime solution which allows you to tax effectively transition to IOOF Essential Pension
  • View and manage your account 24/7 with IOOF Online

Sometimes you just need life to be as uncomplicated as possible. IOOF Essential Pension takes the hard work out of selecting a pension account, keeping your fees as low as possible and integrating seamlessly with the rest of our Essential product suite to keep your retirement years buoyant and carefree.

Why choose IOOF Essential Pension?

IOOF Essential Pension makes it easy to meet your investment objectives with a selection of ready-made portfolios to choose from using our Multi-Manager Investment approach. This approach:

  • combines our ‘best of breed’ investment managers in a single blended portfolio that suits your investment objectives
  • simplifies the investment selection process
  • lets you access a range of investment options including those diversified across different asset classes, fund managers and investment styles
  • applies an investment approach that matches your preferences with a single selection
  • offers 15 Multi-Manager Investment options to choose from.

Enjoy the peace of mind that comes from applying the expertise of our investment professionals. Incorporating the latest in investment, strategic and economic information, we are dedicated to identifying, blending and managing the best specialist fund managers to minimise your risk and maximise returns.

Enjoy low administration and account keeping fees with a simple and completely transparent fee structure. Avoid paying for anything you don’t need, without making any compromises on value.

As part of our dedication to low fees, you also pay no contribution, transaction, establishment or withdrawal fees. All fees except indirect costs are paid from your Cash Account, so it’s easy for you to see exactly what is being charged at any time.

Find out more about fees

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IOOF Online is our user-friendly portal that allows you to view your Essential account 24 hours a day, 7 days a week.

With IOOF Online you can:

  • update your personal details
  • generate comprehensive reports of your account performance
  • view and track all transactions including those placed by your financial adviser
  • view and download statements and letters
  • update your beneficiary nomination.

IOOF online enjoys sophisticated security features to keep your account safe yet convenient, including single sign-on access to multiple accounts using the same email address.

Switch to IOOF Essential Pension

For more information on how you can get started with your own IOOF Essential Pension account, please contact your financial adviser or find one near you.

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