A retirement annuity that offers payment flexibility and access to a wide range of underlying investment options, from as little as R250 per month.
Features / Benefits
- Invest a regular monthly amount.
- Automatic access to over 200 funds, managed from a range of leading fund managers in SA.
- The flexibility to switch between over 200 investment funds, as often and whenever you like, at no cost.
- Consolidated reporting available on the performance of your investments.
- The more you invest, the lower your plan charges will become as the value of your investment grows.
- Benefit from tax advantages of investing via a retirement annuity tax wrapper.
- Flexibility to add or remove risk protection, as your individual circumstances change.
- The option to make lump sum and scheduled payments when investing in the Flexible Investment Plan.
- Skip up to one year’s worth of premiums over the premium payment term, with the Focussed Investment Plan.