Retirement planning is key if you want to enjoy your retirement. Retirement planning consists of two phases: pre-retirement funding and post-retirement income. Pre-retirement funding means investing in a retirement annuity. Things to consider include how much you can currently afford to invest and how long you have until you reach retirement age. The second phase - post-retirement income - requires investing the proceeds of your retirement annuity into a life or living annuity. Post-retirement income considerations include choosing a product that is able to sustain capital growth while you receive an income and regularity of income payments.
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Max Investments
- R250/month.
- Access to funds after 10 years.
- Switch between funds.
- Flexible or fixed payment options.
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Fairbairn Retirement Annuity
- Invest R10 000.
- Access funds after age 55.
- Switch between funds.
- Buy online or via adviser.
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- R2 000/month.
- Access funds after age 55.
- Spread risk across markets.
- Buy via an adviser.
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- R500/month.
- Access funds after age 55.
- Switch between funds.
- Buy direct or via adviser.
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- Invest R50 000.
- Access funds after age 55.
- Invest pension fund proceeds.
- Buy online or via adviser.
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- Invest R6 000.
- Switch between funds.
- One withdrawal allowed.
- Buy via an adviser.
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- R270/month.
- Investors can be 54 or younger.
- No medical required.
- Choice of investment terms.
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Max Income
- R10 000 minimum investment.
- Income for a term or life.
- Tax-efficient investment.
- Personalise your plan.
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- Market-related income for life.
- Invest in up to 10 unit trusts.
- Adjust income annually.
- Switch between funds.
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- R100 000 minimum.
- Choose your income rate.
- Investment for life.
- Funded from your retirement fund.
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- R50 000 minimum investment.
- Invest in up to 5 unit trusts.
- Switch between funds.
- Online transacting.
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