Retirement
Retirement choices – go carefully,
there are lots of them.
Particularly with the recent retirement fund legislation introduced in March 2019 and March 2021,
there are numerous ways that you can structure your finances at this time. Some choices are irrevocable.
Plan carefully (and in advance) and seek professional financial advice.
Deferred retirement
Transfer to retirement annuity
Transfer to preservation fund
Pension fund
Provident fund
Watch full video here
Please note that the tax tables have been updated as at 1 March 2023, view it here
Download our comprehensive
retirement guide
Everything you need to know about retirement benefit options and how we
can help you at this vitally important milestone in your life.
Are you retiring and would like more information on your options, and the tax implications?
You need to know your different annuities
Do you know your compulsory retirement annuity from your voluntary annuity? Or your living annuity from your life annuity? The complexity of the different products available at retirement needs proper understanding and planning.
Download our comprehensive
annuity guide
Everything you need to know about the annuity options and how we can help you at
this vitally important milestone in your life.
