Annual Reviews

As with a USP plan, your phased retirement plan will be reviewed annually by your Annuity Bureau 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.