Secure Lifetime Income 

Here are some useful documents to help you and your clients get the most out of Secure Lifetime Income.

Documents marked with this icon can be used directly with customers.  

Proposition guide

This guide explains how Secure Lifetime Income can complement your existing retirement income proposition to help you deliver improved outcomes to your clients.

View Proposition guide.

 Customer guide

A guide to Fixed Term Investment for customers.

View Customer guide.

Technical guide

A guide to help regulated financial advice and planning businesses meet their regulatory due diligence responsibilities when adopting Secure Lifetime Income.

View Technical guide.

Client scenarios

See how Secure Lifetime Income could produce better client outcomes in a range of scenarios.

View client scenarios.

 Key Features Document

The key features of Secure Lifetime Income.

View Key Features Document.

Income payment dates

The dates income will be paid based on when you apply and when we receive the purchase price.

View Income payment dates.

Insurance Distribution Directive Information

Overview of Just’s product oversight and governance process for Secure Lifetime Income.

View Insurance Distribution Directive Information.

Target Market Statement

Information to support understanding of Secure Lifetime Income's target market.

View Target Market Statement.

Fair Value Assessment

Information to support understanding of the product’s key features and distribution strategy.

View Fair Value Assessment.

Frequently Asked Questions

Find answers to common questions about Secure Lifetime Income, including how it works, key benefits, and how it fits into retirement planning.

View Frequently Asked Questions.

Retirement confidence starts with Secure Lifetime Income

This guide outlines how Secure Lifetime Income can help clients feel more confident in retirement, covering key behavioural, product and portfolio benefits.

View document.