Save for Retirement
Working towards a goal, so you can spend your retirement enjoying the results of your hard work.
We know that people are typically living longer and that means our retirement money has to last longer. This can be quite a scary thought, what do you do? It's simple... just start.
You can invest in a Retirement Annuity from as little as R250 per month. And where there is no tax advantage in using RA, you can use our normal savings products. Unlike insurance policies, our products are transaparent and have no penalities.
Available Solutions
Retirement Annuities
You can save from R250.00 per month into a Retirement Annuity (RA).
A Retirement Annuity offers tax incentives , in addition there are tax free amounts available at retirement.
You can choose where to invest the money to earn maximum returns possible and there are no penalties should you be unable to continue contributing to the investment before retirement.
Preservation Funds
When leaving a company Pension or Provident Fund Fund an employee/member can elect to take their funds in cash or to transfer it to an approved pension or provident preservation fund.
This allows employees / members to defer tax. There are significant tax benefits when an employee/member retires.
The employee/member is able to select the portfolios they would like to invest their funds into.
Our Solutions
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Insurance Solutions
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Investment Portfolio Management
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