This is a low-cost retirement annuity, based on life-stage investing. It is ideal if you do not have a pension or provident fund or you want to top up your fund.
- Investment costs are low, because the portfolio is made up of low-cost passive investments, such as exchange traded funds and notes.
- When you are far from retirement, more money is invested in shares, which should give you a higher return.
- The investment is completely transparent, and you know where your money is invested at all times.
- You can deduct your contributions for tax. Your return on investment is also tax free, and when you retire, a large portion of your cash sum is available tax free as well.
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