Skip to content
Our Platform
Choose from our transparent and cost effective savings and retirement solutions which offer access to a comprehensive range of investment managers and portfolios

Classic Retirement Annuity Fund

Overview

A retirement annuity is a product designed to help you save for retirement. The solution is ideal if you are self-employed without an employer pension, or if you want to increase how much you are putting away to retire.

The product caters for those who need flexibility when it comes to making contributions, and offers meaningful tax incentives, and provides discipline so that you don’t spend your savings before you should, as money cannot be withdrawn until the age of 55.

Want to know more?

What does it offer you?

Invest Now

A minimum investment amount of R 25 000 and/or R500 per month/R6000 per annum applies.

Classic Preservation Plans

Overview

Did you know that if you want to retire at 65, the general rule of thumb is that you’ll need to save up to 17 times your annual salary. So, while it is tempting to cash out your pension when you change jobs, doing so could significantly delay your retirement.


Our Preservation Plans allows you to transfer and save the money you receive from an employer pension or provident fund when you leave a job, and keep your retirement plans on track. A preservation solution helps you to be disciplined when it comes to giving your retirement savings time to compound and grow. You are able to make a withdrawal from your savings once before you retire, but apart from this, can only access your savings from the age of 55.

Want to know more?

What does it offer you?

Invest Now

A minimum investment amount of R 25 000 applies.

We accept transfers from:
• An employer Pension Fund or Provident Fund, which becomes due to you when you leave the company

• The Government Employees Pension Fund

• Another Preservation Pension Fund or Preservation Provident Fund

• The proceeds of a divorce settlement from another Pension or Preservation Pension Fund.

Classic Linked Life Annuity

Overview

The Classic Linked Life Annuity is issued and underwritten under Liberty Group Limited a registered Long- term Insurer and an Authorised Financial Services Provider (FAIS No 2409).

This solution provides a regular income in retirement and offers flexibility, transparency and choice. You can choose how much income you want to receive (within legislative limits), how often you would like to receive an income payment, and what portfolios your money is invested in.

 

A living annuity solution may suit you if you require flexibility when it comes to your regular income amount; and if you wish to leave money to your family or friends when you pass away. This product may not be suitable for retirees who require a guaranteed income for life. You as the investor bear the investment risk, and there are no guarantees. The level of income you select is not guaranteed for the rest of your life, it is your responsibility (in consultation with your financial adviser) to ensure that the income that you select is at a level that would be sustainable for the rest of your life.

Want to know more?

What does it offer you?

Invest Now

A minimum investment amount of R 50 000 applies.

You can invest money which you have saved for your retirement via Pension or Provident Fund, Retirement Annuity Funds or Preservation Fund, and you may transfer your existing Living Annuity policy to us from another insurer.

Disclaimer: The Classic Linked Life Annuity is underwritten by Liberty Group Limited (registration number 1957/002788/06), a registered Long-term Insurer and an Authorised Financial Services Provider (FAIS No 2409).

Classic Investment Plan

Overview

The Classic Investment Plan is a flexible investment solution that gives you the freedom to tailor your investment according to your needs. It offers you the opportunity to diversify your investment easily and conveniently by investing with a range of Investment Managers in a single account.

 

This solution is ideal for saving towards a medium to long term goal, while still having access to your money when you need it. It is not the solution for you if you want to protect your investment returns from tax.

Want to know more?

What does it offer you?

Invest Now

A minimum investment amount of R 50 000 and/or R1000 per month/R12000 per annum applies.

STANLIB Linked investments Tax-Free savings account

Overview

A Tax-free Savings investment gives your savings a better chance to grow because all returns on the investment are free of tax. You can diversify your investment easily and conveniently by investing with a range of investment portfolios or funds in a single account.


This solution can help you to save towards a medium- to long-term goal. While you are allowed to withdraw from the product, it is not intended for investors who require regular access to their money.

Want to know more?

What does it offer you?

Invest Now

A minimum investment amount of R 10 000 and/or R500 per month/R6000 per annum applies

Useful Links