Retirement Annuity with Liberty
Save for your retirement with a Liberty Retirement Annuity Policy.
Reach out to one of our financial advisors for assistance in planning for your retirement.
Some of the benefits
Personalisation
We know retirement is a personal journey; that’s why our retirement solutions are tailormade for you
Choice
We offer a range of retirement plans, with investment portfolios from some of the top asset management companies in the country
Flexibility
Invest through regular monthly debit orders, a lump sum or a combination of the two
Tax benefits
Favourable tax benefits are available when you invest in a retirement annuity and when you withdraw your benefits
What you get
- When you take out a Liberty Retirement Annuity, you become a member of a retirement fund
Terms and conditions, risks and limitations apply.
What it costs
- We’ll give you a detailed quote and fund fact sheet with the necessary fees outlined, based on the plan you choose
How to get it
- Get Online
- Complete a Call me back and we’ll be in touch
- Call us on 0860 034 778
- Contact us on [email protected]
- Speak to a Standard Bank Financial Advisor at yournearest branch
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What you get
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What it costs
-
How to get it
- When you take out a Liberty Retirement Annuity, you become a member of a retirement fund
Terms and conditions, risks and limitations apply.
- We’ll give you a detailed quote and fund fact sheet with the necessary fees outlined, based on the plan you choose
- Get Online
- Complete a Call me back and we’ll be in touch
- Call us on 0860 034 778
- Contact us on [email protected]
- Speak to a Standard Bank Financial Advisor at yournearest branch
Financial planning 101
Investing
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.
Savings and investments
Benefits of tax-free retirement account
People’s retirement needs vary greatly, but everyone will need to cover their basic living expenses. To pay for life’s expenses during your retirement – and maybe have some fun along the way – you need to set money aside now, and allow that money to grow so that you have sufficient income in your twilight years.
Savings and investments
Frequently asked questions on tax-free accounts
With a tax-free savings account, you get your full investment return without being taxed on the growth you earn.
We also offer
Retirement Annuity with STANLIB
Saving for your retirement is essential and a retirement annuity can help you invest for your future.
Pension or Provident fund preserver with Liberty
Pension and provident preservers offer you the ability to preserve and grow your retirement savings when changing employment.