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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
MORE4U
0860 00 19 19
Health and WellbeingPreventative health screening, flu inoculation and health advice.
Yes
Trauma Assault, HIV TreatmentAssistance and treatment following assault (e.g. rape, hijacking, child abuse), accidental exposure to HIV.
Yes
Funeral SupportAssistance with funeral arrangements and associated services.
Yes
Education SupportOffers telephonic assistance to learners in Grade 4 - 12.
Yes
Medical ResponseAdvice, emergency treatment and transportation to an appropriate medical facility.
Yes
Financial WellnessOffers assistance with managing your finances and improving credit status.
Yes
Legal WellnessTelephonic assistance with a wide range of legal issues.
Yes
More4U Terms and ConditionsTerms and conditions apply
Yes

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