Retirement Preservation Option
Retirement money should be for retirement only. If you don’t preserve your retirement money, you’re back to square one. You lose not only the money, but also the time you’ve had, and the power of compounding – the magic of growth on the growth of your capital. Rather congratulate yourself for your perseverance up to now, and keep the money safely invested.
Making sure you have enough money for your retirement is part of your journey to success. We know ‘enough’ is unique for everyone – whether you plan to relax on the stoep, travel, start a new venture or have time with your grandchildren.
Minimum investment
A lump sum of R50 000.
Outcomes
A wide range of local and offshore investment solutions. Get tax-free growth. Your money is safe from creditors.
Investment period
Any date from age 55, or if the law allows you access earlier.
How can the Retirement Preservation Option help you?
It helps you to keep your retirement savings on track. It’s a specialised vehicle that can help you preserve your retirement benefits in a provident preservation or pension preservation fund when you leave your employer before your retirement date.
You can choose from a wide range of investment solutions to suit your needs.
Is it for you?
Yes, if you are resigning or have been dismissed or retrenched.
Yes, if you want to preserve and grow your retirement savings until retirement.
When is it not for you?
If you don’t have money that you saved up in a retirement fund like an approved pension or provident fund.
Frequently asked
questions
Contact us
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2-minute questionnaire.