Clearview Retirement Plan was established in 1989 by Clearview Retirement Solutions. The WealthFoundations Fund offers a tailored investment solution to members and their authorised adviser. ClearView WealthFoundations Pension offers a range of diversified and single sector options, as a well as a Guaranteed Cash option. The IPS Active Dynamic 70 option outperformed the relevant SuperRatings Index over the year to 30 June 2020; however, underperformed over the longer term. Fees are lower than the industry average across small account balances, although remain higher than the industry average across medium and large account balances assessed. The fund does not charge a switching fee, although a buy-sell spread may apply.ClearView WealthFoundations Pension offers reasonable pension flexibility, with members able to select from fortnightly, monthly, quarterly, half-yearly and yearly payment frequencies. The fund offers binding and non-lapsing binding death nominations, as well as reversionary pensions. Members may also select to have payments indexed to CPI each year. Members have access to a range of educational materials, newsletters and calculators found on the fund’s website.

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