06
allangray
bestmed
Bidvest
Bonitas
Discovery
Fedhealth
hollard invest
Hollard Life
Hollard motor
Investec
liberty
Momentum
Old Mutual
sanlam
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06
allangray
bestmed
Bidvest
Bonitas
Discovery
Fedhealth
hollard invest
Hollard Life
Hollard motor
Investec
liberty
Momentum
Old Mutual
sanlam
previous arrow
next arrow


Retireing

OR

Resigning

Contact US your Retirement Specialist

for financial advice on how to invest or preserve your pension fund, provident fund or retirement annuity and grow it at the leading fund managers


How can we help you with your investment choice?

To choose what to to when you with your pension, provident or retirement annuity when you retire or change employer is a difficult decision.

We can help you choose the right product for the task. A product that will assist you in reaching your growth and your income goals, supported by our knowledge and skills.

We want to build your wealth and make you a loyal customer.

Apply for your free quote today or contact us for advice.

Visit the fund performance sheets of the investment suppliers that we use here..

Types of Living Annuities / Pension Funds

Living Annuity

Life Annuity

Guaranteed Annuity

On death you have a beneficiary on the remaining fund value

You income is determined by the fund value on a yearly basis.

Your income can range between 2.5% and 17.5% of the fund Value

The investment house keeps the money on your death after the guaranteed period.

Your income is determinded by the guarantee and the period you need the income for.

The income is determined at the start of the contract.

The income is higher that a living annuity.

On death beneficiaries will receive an amount equal to the original amount or the amount determined by the product.

Income is determined from 2.5% to 17.5%  of the fund value at the start of the product and it cannot change.