Allan Gray Retirement Annuities

Saving for your retirement is an important decision. These are various retirement policies you can choose from.

All retirement annuity contributions are tax deductible.

All retirement annuity contributions are tax deductible.
Your contributions to a retirement annuity are tax deductible and the returns you earn while invested are tax-free.
You decide how much to invest – at least R500 a month or a single lump sum of R20 000 if you don’t want to make a monthly investment. You can make changes whenever you need to, no transaction fees and no penalties.
The restrictions in a retirement annuity aim to ensure your money is kept for your retirement and that it is protected from potential creditors.
You can only access your money after the age of 55, except in certain circumstances.
When you retire you can only withdraw up to one-third of your investment as cash. The rest must be transferred to a product that can provide you with retirement income.

If you would like further information on Allan Gray Retirement Annuities, simply submit your details below or WhatsApp us.

Allan Gray Proprietary Limited is an authorised financial services provider.