What is a preservation fund?
A preservation fund allows you to keep your pension or provident fund savings invested when you change jobs, helping you stay invested for the long term instead of taking cash and potentially losing future retirement growth. You also have the option to transfer these savings to a Retirement Annuity at any point, should you prefer.
Your Fairtree Preservation Fund remains in your control:
- Keep your money invested for the long term, supporting steady retirement growth.
- View and manage your investment online anytime, with secure access in one place.
- Invest in professionally managed, Regulation 28-compliant funds, backed by experienced investment teams.
- Make a once-off withdrawal (subject to fund rules) from a Preservation Fund if you need to.
- Transfer your Preservation Fund to a Retirement Annuity at any stage. Transfer your existing retirement savings.
BENEFITS
What can you use a preservation fund for?
Product details
You can preserve your savings in a Fairtree preservation fund if they come from:
- Pension fund: Retirement savings built through your employer’s pension fund.
- Provident fund: Savings accumulated in your workplace provident fund.
Your money moves directly from your employer’s pension or provident fund into your preservation fund, ensuring it stays invested and protected during the transition.
Fund list
Explore our Regulation 28-compliant funds funds and select the ones that best suit your investment goals.
COLLABORATING
Let us manage your investment journey
If you are looking to keep your pension or provident fund savings invested when you change jobs and would like more information or guidance, please contact our Client Services team. We will guide you through each step of the onboarding process and help you set up your account to begin your investment journey.
Alternatively, you can start an investment using our online Invest Now journey.
