Retirement Plan

Start planning now for your retirement with this tax-efficient retirement saving with a choice of investment terms. Did you know that a little more than R6 a day (R170 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 R170
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