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Cash bucket solution now available on FirstChoice

The new cash bucket solution is now available 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.

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

We’ve created two short ‘how-to’ videos to assist you with switching funds in and out of this option.

Switch in

Switch out

More information?

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

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