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.
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.
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Individuals who want to transfer pension, provident, or preservation funds money.
Our flagship range of local and offshore unit trusts.
Other investment solutions managed by Equilibrium, Momentum Outcome-based Solutions, Momentum Asset Management and Momentum Securities.
Unit trusts and investment solutions from other investment managers.
Your financial adviser will help you choose the most suitable investment solutions.
No. Any money from subsequent transfers form other retirement or preservation funds will go into a separate investment.
Yes, you can change your investment solutions when your needs change.
You can withdraw a portion of it once before age 55, but you’ll pay tax. Also in special circumstances, for example, if you emigrate or become disabled.
No.
No.
Yes, subject to certain rules set out in the terms. You could get back less than what you have invested.
