Why put your money in retirement plans?
While that might seem like the best thing ever to some of us, our pension and retirement savings may need to get us through additional years. That means investing as much as you can for your retirement, as soon as you can. On the upside, you should be relatively debt-free (no car or bond repayments) but on the downside, you do need to take extra care of your health.
An added bonus of saving for your retirement is that you might get tax benefits. Take a look at some of the products on offer. And remember, help in the form of our financial advisers is a quick "call me back" away.
Benefits
Unit Trusts Retirement Annuity Fund
You get to choose the funds you invest in. Fees and charges are transparent.
MAX Investments Retirement Annuity Flexible Investment Plan
Flexible options and choice of leading SA funds.
Max Investments Optimal Retirement Plan
Increase, decrease or pause premium payments if your finances change.
Retirement Plan
An affordable long-term savings plan that aims to deliver inflation-beating returns over the long term.
Potential starting premium
R500/month
R500/month
R350/month
R400/month
Contributions are tax deductible
View portfolio 24/7 online and secure
Invest in one or more Old Mutual funds
Enjoy investment boosters/bonuses the longer you invest
Unit Trusts Retirement Annuity Fund
You get to choose the funds you invest in. Fees and charges are transparent.
Benefits
MAX Investments Retirement Annuity Flexible Investment Plan
Flexible options and choice of leading SA funds.
Benefits
Max Investments Optimal Retirement Plan
Increase, decrease or pause premium payments if your finances change.
Benefits
Retirement Plan
An affordable long-term savings plan that aims to deliver inflation-beating returns over the long term.
Benefits
Potential starting premium
R500/month
Contributions are tax deductible
View portfolio 24/7 online and secure
Invest in one or more Old Mutual funds
Enjoy investment boosters/bonuses the longer you invest
Potential starting premium
R500/month
Contributions are tax deductible
View portfolio 24/7 online and secure
Invest in one or more Old Mutual funds
Enjoy investment boosters/bonuses the longer you invest
Potential starting premium
R350/month
Contributions are tax deductible
View portfolio 24/7 online and secure
Invest in one or more Old Mutual funds
Enjoy investment boosters/bonuses the longer you invest
Potential starting premium
R400/month
Contributions are tax deductible
View portfolio 24/7 online and secure
Invest in one or more Old Mutual funds
Enjoy investment boosters/bonuses the longer you invest
When the time comes to retire, you might want to purchase an annuity. This is the product that is going to pay you a regular income when you're done with the working world.
- This retirement fund is sponsored and administered by Old Mutual
- You can select from a range of investment options
- Transfer your money from other approved retirement funds
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Changing jobs?
Preserve your retirement savings
Looking to shed light on planning for your golden years? These retirement articles do just that.