Consultation period

16 January 2018 - 10:00 am To 16 February 2018 - 5:00 pm

Final Modelling Results for the New Means Test Rules for Pooled Lifetime Income Streams

The Government announced new means test rules for pooled lifetime retirement income streams (lifetime products) in the 2018-19 Budget.

This document presents modelling of the final rules, with updated modelling assumptions.  It also provides modelling of additional scenarios involving people purchasing products at later ages.

Download the final modelling for the new means test rules for pooled lifetime income streams