What is a Retirement Annuity?
You can transfer your existing retirement savings from a pension fund, provident fund, preservation fund or retirement annuity into a Fairtree retirement annuity.
This allows you to keep your money invested for the long term, bring your savings together in one place, and choose funds that match your goals and risk profile.
Your Fairtree Retirement Annuity remains fully in your control. You can:
- Add additional money to your retirement savings, anytime.
- Continue to benefit from tax-deductible contributions.
- Start a debit order with the flexibility to pause, stop, increase or decrease at anytime.
- View your investment values and securely transact online, anytime.
- Access professionally managed funds, giving you exposure to expertly researched investment strategies.
BENEFITS
Why should you transfer your existing retirement savings?
Product details
You can transfer from a:
- Pension fund – Savings built up through your employer’s pension fund.
- Provident fund – Savings accumulated in a workplace provident fund.
- Preservation fund – Savings previously transferred from an employer fund into a preservation fund.
- Retirement annuity – Existing retirement annuity investments held with another provider.
In each case, the transfer is done between approved retirement funds and remains protected for your retirement.
Fund list
Explore our Regulation 28-compliant funds and select the ones that best suit your investment goals.
COLLABORATING
Transfer your existing retirement savings
If you already have existing retirement savings with another provider and would like to transfer them to Fairtree, please contact our Client Service team. We will guide you through the process, explain the documentation required and help you with the right solution for your needs.
Alternatively, you can start an investment using our online Invest Now journey.
