Saving & Investing


Retirement Planning

Would you like to ensure your comfort and financial freedom when you retire?

Do you want to start saving for your retirement and make sure you have sufficient funds to look after your future needs? Absa Insurance and Financial Advisers can help you prepare an appropriate plan to start making the financial investment decisions that will ensure you can meet your future financial needs.

What are the advantages?

  • Preparing in advance and contributing sufficiently towards your pension is vital to a secure financial future after you retire
  • The earlier you begin planning your retirement, the better your expected returns and financial position will be when you  retire
  • Make informed decisions about your current positions and future financial options 
  • Planning in advance lets you take advantage of opportunities that can help you maximise your returns, such as tax benefits and employee schemes
  • Highly structured approach to your retirement needs and formulation of a personalised plan Absa

Retirement Annuity Fund: Core Portfolio (the Core Retirement Annuity)

The Core Retirement Annuity is a uniquely designed low-cost retirement annuity consisting of exchange traded funds. The Core Portfolio automatically reduces your exposure to risky assets as you near retirement as it is based on the so-called life-stage investment philosophy.

Application is online, offering you flexibility to:

  • Manage your debit orders
  • Review/Change your expected retirement age
  • View statements online

For more details, please visit our dedicated exchange traded products website

To apply for the Core Retirement Annuity click on Apply Now.

Transfer your existing retirement savings

To transfer your existing retirement savings to the Absa Retirement Annuity, download the following form , complete the transfer sections, and send it to:

Email address:
Fax Number: 0861 339 265

Online Application
Complete a secure application form online

Contact Financial Advisers
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