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Retirement Planning


It is never too late to start planning and providing for retirement but the earlier you start the process, the better.

Once you have retired, your income will come solely from your investments, savings, pension fund and retirement annuities. At Liberty, our investment products help you to achieve your dreams as you consider various retirement options. If you are a conservative investor or someone who prefers to take risks, our solutions are tailor-made to suit your investing requirements.

Pension and Provident Fund Preserver
Preserve and protect the benefits received from your Pension or Provident fund.
A lump sum investment product.
A minimum premium of R12 500 applies.

Retirement Annuity Plan
Creates wealth for a secure retirement.
A lump sum investment product.
A minimum premium of R12 500 applies.

Retirement Annuity Builder
A regular premium investment product.
Builds capital towards retirement.
From R300/month.
Choice of professionally managed investment portfolios.

Life Annuity
Provides a guaranteed income for life.
Customised for specific needs – income can be level or increasing annually with a fixed percentage or inflation.

Flexible Annuity
Provides a variable, market linked income for life.
Choice of professionally managed investment portfolios.
Flexible income drawdown options available.
A minimum premium of R75 000 applies.

Guaranteed Income Annuity
Provides a regular guaranteed income for a fixed period.
Customised for specific needs – income can be level or increasing annually with a fixed percentage.

If you are interested in Retirement Planning simply contact us or call us on 076 012 7077  for further assistance.

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