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.

RETIREMENT
PLAN

Minimum Premium R150
Minimum Investment Term
This is the minimum time period that you need to invest for.
Yes
Inflation-beating returns
Money is invested in the
Smoothed Bonus Portfolio
Yes
Premium Holiday
You can take six premium holidays during the
life of your Plan.
Yes
Access to investment
TOnly from the age of 55
Yes
Medical Examination
Only from the age of 55
Yes
Tax relief
With certain limits
Yes
Automatic premium Increase
Annual increase. You can opt out. View an illustration of the effect of premium increases.
Yes

MORE4U 0860 00 19 19

Health and Wellbeing
Preventative health screening, flu inoculation and health advice.
Yes
Funeral Support
Assistance with funeral arrangements and associated services.
Yes
Education Support
Offers telephonic assistance to learners in Grade 4 - 12.
Yes
Medical Response
Advice, emergency treatment and transportation to an appropriate medical facility.
Yes
Financial Wellness
Offers assistance with managing your finances and improving credit status.
Yes
Legal Wellness
Telephonic assistance with a wide range of legal issues.
Yes
More4U Terms and Conditions
Terms and conditions apply
Yes