Investec Retirement Products :: Invest In Your Future

Products

Investec Retirement Products

Investec offers a variety of retirement products of which our Preservation Funds, Retirement Annuity and Living Annuity are the most popular. These products allow investors to take control of their own retirement planning, while making the most of various tax concessions. The products offer full flexibility with varying levels of investment choice, depending on investor needs. In addition there is complete transparency of costs, pricing and performance.

Retirement Annuity

The Investec Retirement Annuity provides a tax-efficient way to save for retirement. Retirement Annuities are used most often by people who do not belong to an employer’s retirement fund. However, many people use them also for additional retirement savings in respect of additional (non-RF) income like bonuses and rent received.

Living Annuity

The Investec Living Annuity provides a tax-efficient and flexible way for individuals to manage their own pension incomes when they retire from an employer’s retirement fund, or any other retirement fund, including retirement annuity and preservation funds.

Preservation Funds

The Investec Preservation Funds provide a tax-efficient way to preserve retirement savings in the event of individuals leaving their employer’s retirement fund, or any other retirement fund.

Disclaimer | Legal Policies | Site Map

Collective Investment Schemes in Securities (CIS) are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. CIS are traded at ruling prices and can engage in borrowing and scrip lending. A schedule of fees and charges and maximum commissions is available on request from the company/scheme. Commission and incentives may be paid and if so, would be included in the overall costs. Forward pricing is used. Investec Fund Managers SA Ltd is a member of the Association for Savings & Investment SA.

All information and opinions provided are of a general nature and are not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an advisor or in a fiduciary capacity. No one should act upon such information or opinion without appropriate professional advice after a thorough examination of a particular situation. We endeavour to provide accurate and timely information but we make no representation or warranty, express or implied, with respect to the correctness, accuracy or completeness of the information and opinions. We do not undertake to update, modify or amend the information on a frequent basis or to advise any person if such information subsequently becomes inaccurate. Any representation or opinion is provided for information purposes only. Investec Asset Management is an authorised financial services provider.

Investec Asset Management

Main menu