Wealth management glossary: Retirement and income protection

Preparing for retirement is one of the key objectives of wealth management. Between mandatory schemes, retirement savings arrangements and income protection solutions, the mechanisms are numerous and sometimes complex.
Individual or group PER, Article 83, life annuity, buying back quarters, survivor’s pension: each arrangement follows specific rules and fits into an overall strategy.
Planning ahead is essential. The earlier you start thinking about it, the more optimisation levers you have. It is not only about building up capital, but about securing future income suited to your standard of living.
This section helps you understand the main concepts related to retirement and income protection, so you can approach long-term planning with peace of mind.

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