Approved Retirement Fund
What does AMRF and ARF offer me?
Depending upon eligibility, the ARF is a single premium vehicle in which you can invest the proceeds of your retirement fund from a Personal Pension Plan, PRSA, Executive or Company Defined Contribution Pension Plan (including AVCs), if you have fulfilled the AMRF requirements.
The ARF gives you control over your retirement fund, the ability to draw down on your fund value as a regular income and access to your capital at any time (subject to taxation and the terms of the investment option(s) you choose).
The AMRF & ARF offers you:
- access to a wide range of funds covering equities, property, fixed interest and cash, each offering a different investment strategy and risk profile;
- the experience of investment professionals who are positioned to identify good investment opportunities. Using professional investment managers allows you access to stock markets without the expertise needed for trading shares directly;
- the flexibility to switch between most funds at any time during your policy. This ensures your AMRF or ARF is always tailored to your requirements.
- a tax efficient method of investment. Current legislation allows your ARF funds to grow free of tax where minimum levels of withdrawals are made, such minimum being 5% p.a. Your AMRF funds will grow free of tax throughout the lifetime of the policy.
The most up to date information on your chosen fund’s investment performance is currently available through:
- weekly fund performance data published in
national newspapers - annual statements specific to your policy, sent by
Canada Life.
For more information please see the Approved Retirement Fund Factsheet
Contact us for more information
Warning: The value of your investment may go down as well as up.
Warning: If you invest in this product you may lose some or all of the money you invest.
Warning: The income you get from this product may go down as well as up.
Warning: This product may be affected by changes in the currency exchange rates.
