South Africa
Personal
Business
Wealth

Retirement Planning

Retirement planning

We understand that planning for your retirement may seem complicated. Our professionals are here to help you start planning for your retirement.

To access expert advice on creating a retirement plan tailored to your needs, let one of our financial advisors call you.

Some of the benefits

Purpose driven

We plan for your retirement using a goals-based approach

Client centric

Your individual needs are central to your retirement plan

Continuous alignment

We regularly check that your plan stays aligned to your goals and objectives

Broad selection

We have a variety of solutions available to help you achieve your retirement goals
What you get
  • Your customised Retirement plan
  • A variety of retirement solutions that will suit your retirement goals
  • Expert advice on the range of investment funds that will help you achieve your retirement goals

Terms and conditions, risks and limitations apply.

What it costs
  • We are transparent about our advice fees and have fee guidelines that are consistent with the services we provide
  • Financial advice feed and fee guidelines will be shared in your quote and policy document
How to get it
  • What you get
  • What it costs
  • How to get it
  • Your customised Retirement plan
  • A variety of retirement solutions that will suit your retirement goals
  • Expert advice on the range of investment funds that will help you achieve your retirement goals

Terms and conditions, risks and limitations apply.

  • We are transparent about our advice fees and have fee guidelines that are consistent with the services we provide
  • Financial advice feed and fee guidelines will be shared in your quote and policy document
Financial planning 101
Savings and investments
4 TIps for Investing Offshore
4 Tips for investing offshore

Offshore investments can be rewarding. If you’re considering moving your money overseas, it’s important to keep certain insights and tips in mind.

Savings and investments
5 Basic Tips to Start Investing
5 Basic tips to start investing

Investing consistently and avoiding financial risks are some of the key factors to bear in mind if you want to be on the right path to investing in your future. Follow our basic tips if you’re an investment beginner.

Investing
7 Steps for Online Share Trading
6 Steps for online share trading

Thanks to online share trading, anyone with a computer can invest in the stock market. Follow our step-by-step guide on how you can trade online and build your investment portfolio.

Investing
An Introduction to Unit Trust Investments
An introduction to unit trust investments

Unit Trust investments can provide you with a simple way to start saving for your future. But before you invest, consider both the pros and cons.

Investing
Investing Offshore
Investing offshore - Frequently asked questions

While there’s no guarantee that investing offshore will outperform local bets – investing out of the country is considered a key element when it comes to a balanced financial portfolio.

Investing
Investment Tips for First-Timers
Best investment tips for beginners

By understanding investing basics – and adhering to important investment tips – you can start building a portfolio to achieve the right combination of safety, income, and growth.

Investing
Online Stock Trading for Beginners
Investment online stock trading for beginners

Investing in the stock market can grow your wealth, and trading on the stock exchange has become simpler. Our guide to online stock trading will give beginners a helpful starting point.

Investing
Retail Notes: An Easy Investment Alternative
Retail notes: An easy investment alternative

Simple to understand and inexpensive to buy, retail deposit notes are an option for income-seeking investors.

Investing
The Difference Between Saving and Investments
The difference between savings and investments

You need to save and invest to provide for the life of your dreams. Saving and investing has different purposes but both are important to ensure you reach your short, medium and long-term financial goals.

We also offer
Retirement Annuity Fund 2
Retirement Annuity with Liberty

Saving for your retirement is essential and a retirement annuity can help you invest for your future.

Retirement Annuity Stanlib
Retirement Annuity with STANLIB

Saving for your retirement is essential and a retirement annuity can help you invest for your future.