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Cash bucket solution coming soon on FirstChoice

On 30 May 2022, we’re introducing a new ‘cash bucket’ solution on FirstChoice Wholesale Pension to give you and your clients more control over their cash while still enjoying the efficiency benefits of managed accounts and auto-rebalancing.

The new cash option's balance can be set aside to support your clients’ short-term needs such as pension payment drawdowns and other monthly expenses, while leaving the rest of their portfolio at its target weightings.

This new option will be similar to the FirstRate Saver option currently available on the FirstChoice menu however, it will be excluded from portfolio rebalancing features such as FirstChoice Managed Accounts. This option will be available on the FirstChoice Wholesale Pension investment options menu as ‘FirstRate Cash Non-Auto Rebalancing’.

More information?

If you have any questions or would like more information, please contact you local Business Development team.

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