Britannia's Lifetime Income Fund

Britannia’s Lifetime Income Fund combines investment with insurance to give you a retirement income for life. No matter what happens to interest rates or financial markets, your income is insured to last the rest of your life.
Use the Lifetime Income Fund Calculator to estimate what your retirement income would be.
To learn about the main features of the fund, watch the following video or download and read the PDF brochure below.
Lifetime Income Fund Calculator

Use the calculator below to estimate what your retirement income might be based on the savings you have and how old you are when you start receiving retirement income payments.
(You must be between 60 and 90 when you start receiving your retirement income from the fund.)
More information

Download and read the brochure to find out more about the Lifetime Income Fund.
Britannia Lifetime Income Fund

BROCHURE

Download
Britannia Retirement Scheme

Lifetime's Other Material Information

Download
The Lifetime Income Fund is an investment option in the Britannia Retirement Scheme.
Want to know more?

If you would like to find out more about the Lifetime Income Fund and whether it’s an option you would like to consider for your retirement we’d love to hear from you.

For more information about the Lifetime Income Fund, and a no obligation chat, please contact us on
Or email us at team@opt-ltd.co.nz
Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge.
The Product Disclosure Statement for the Britannia Retirement Scheme is available from Britannia Financial Services Limited here.