Annual Reviews
As with a USP plan, your phased retirement
plan will be reviewed annually by your Consultant. At these reviews, your
consultant will discuss with you your income requirement for the coming year,
and how best to achieve it, as well as reviewing your investment strategy and
how it compares to your income requirement. If you have used USP for any of
your phased arrangements then your consultant will ensure that the statutory
reviews are also completed, as necessary.