As you approach retirement, it's time to reflect on your journey, strategically plan for your financial goals, explore investment options, secure a steady income through an income plan, and embrace the freedom that retirement brings.
Our retirement income plans
Lifespan Linked Income Plan
With our Lifespan Linked Income Plan, you get both a living annuity and a specially designed fixed annuity providing guaranteed income for life.
This plan includes:
- Income boosts of up to 50% each month
- Guaranteed income for life (exclusive to the Lifespan Linked Income Plan)
- Wealth transfer to your dependants
If you choose not to receive the guaranteed income, you can invest in our Living Annuity only.
Secured Capital Annuity
The Secured Capital Annuity is a fixed annuity designed to give you income for the rest of your life, with the ability to leave a capital legacy through life cover to your nominated beneficiaries.
This plan includes:
- Income for the rest of your life in retirement
- Ability to leave a capital legacy through life cover
- Ability to choose 13th cheques and age-based income adjustments or a traditional, fixed escalation rate
Fixed Annuity
A fixed annuity gives you peace of mind because you know what your income will be in retirement and that you'll receive income for the rest of your life.
This plan includes:
- Lifelong income in retirement
- The choice to add a guaranteed term
- The choice of a single-life or joint-life annuity.
EDUCATIONAL CONTENT TO HELP WITH DECISION MAKING
Is retirement around the corner for you? You may have visions of long days lazing on the beach, or maybe you're counting down the months before you launch yourself into a new venture or passion project. Whatever your plans are, it's important to realise that even if you're no longer working fulltime, it's still essential to save for an income.