This site is best viewed with a newer browser. Please download your favorite for a better browsing experience: Google Chrome, Firefox or Internet Explorer.

Retirement Plan

Start planning now for your retirement with this tax-efficient retirement saving with a choice of investment terms. Did you know that even R5 a day (R150 a month) is enough to get you started? Your company pension on its own may not be enough and you can't rely on the state's basic old age pension. There's always likely to be a shortfall between the amount you receive and the amount you actually need for a comfortable retirement.

RetirementPlan
Minimum Premium
R150
Minimum Investment TermThis is the minimum time period that you need to invest for.
10 years
Inflation-beating returnsMoney is invested in the
Smoothed Bonus Portfolio
Yes
Premium HolidayYou can take six premium holidays during the
life of your Plan.
Yes
Access to investmentOnly from the age of 55
Yes
Medical ExaminationOnly from the age of 55
No
Tax reliefWith certain limits
Yes
Automatic premium IncreaseAnnual increase. You can opt out. View an illustration of the effect of premium increases.
Yes
Family Support Services
0860 00 19 19
Health SupportTelephone access to health advisers for assistance with health queries.
Yes
Trauma Assault, HIV TreatmentAssistance and treatment following assault (e.g. rape, hijacking, child abuse), accidental exposure to HIV.
Yes
Emergency Medical ResponseAdvice, emergency treatment and transportation to an
appropriate medical facility.
Yes
Legal SupportTelephonic assistance with a wide range of legal issues.
Yes

Other Products

Other Sites
go

0860 606061 / EMAIL OR

loading