Read the important notes for this tool.
This ARF or Annuity Tool is an educational tool designed to guide you in understanding whether an ARF or an Annuity might suit you best in retirement.
It is important to note that not all retirees have the option of choosing between an ARF or an Annuity at retirement. Some may be able to choose between investing part of their retirement fund in an ARF and part in an Annuity, while others have the choice of both. Your options will depend on your personal situation and this should be discussed with your financial advisor.
The tool does not constitute advice from Zurich Life. There are a number of important issues to consider when determining if an ARF and/or an Annuity is appropriate for you, and this tool may only include some of these. It is important that you review your overall situation and retirement needs with your financial advisor prior to making a decision.
By clicking 'I Understand', you are confirming that you understand that the ARF or Annuity Tool is an educational rather than advisory tool and is not a substitute for professional advice from your financial advisor.
The information contained herein is based on Zurich Life's understanding of current Revenue practice as at January 2023 and may change in the future.