company logo

Generations Personal Pension

Past 5-year return
6.24%
Admin fee
$0
Calculated Fees on 50k
$995
Compare
Access to a broad range of investment options - multi-manager diversified and sector and single manager and wholesale managed funds.
Access to portfolio profiles via North Online with the ability to complete transaction and produce consolidated reports for all investments at any time.
No charge to switch investment options.
Fee aggregation between super and non-super investment portfolio.
Established in 2004, Generations Personal Pension turns super savings into a regular income stream in retirement. It is part of the Wealth Personal Superannuation and Pension Fund and is administered by North.Generations Personal Pension provides members with access to 34 Diversified and Single-Sector investment options. The Generations Balanced option underperformed the SuperRatings Index over the 10 year period to 30 June 2018. Fees associated with this product are higher than the industry average across all account balances assessed. No exit fees or switching fees are applicable, although changing investment options may incur transaction costs. An excellent level of pension flexibility is provided. Members can choose from a variety of pension payment frequencies ranging from fortnightly to annually and can also elect payment dates. Furthermore, payments can be set to increase by CPI or a nominated percentage annually. Death cover is also available to pension members. Beneficiary options include non-binding and binding nominations, non-lapsing binding death nominations, as well as reversionary pensions.Through North Online, members can access investment portfolio information, complete transactions and generate consolidated reports at any time. Members also have access to a variety of financial simulators and retirement calculators, as well as a wealth of educational materials, tools and online learning through AMP's website.
Advertisement
Advertisement

Fees & fund features

Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
0.00%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.07%
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.92%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
0.00%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.07%
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.92%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
1 - 12 of 12
Product
Past 5-year return
Admin fee
Calculated Fees on 50k
Company
Features
SuperRatings awards
Go To Site
Compare

More details

Compare

More details

Compare

More details

Compare

More details

Compare

More details

Compare

More details

Compare

More details

Advertisement
Advertisement

Compare

More details

Compare

More details

Compare

More details

Compare

More details

Compare

More details

Compare your product with the big 4 banks, or add more products to compare
As seen on