Retirement annuity with STANLIB
Save for your retirement with a unit trust retirement annuity.
To start investing in a financially secure future, let one of our financial advisors call you.
Some of the benefits
Tax benefits
You receive favourable tax benefits when you invest in a retirement annuity
Flexible contributions
You can make monthly contributions or lump sum payments
Diversified portfolio
Get access to different asset classes and geographical regions
Regular retirement income
When you retire, you can withdraw one-third and invest two-thirds in an annuity to secure a monthly income
What you get
- A STANLIB Unit Trust retirement annuity
- You can structure your portfolio from a selection of funds to meet your retirement goal
Terms and conditions, risks and limitations apply.
What it costs
- The monthly contribution you’ll pay will depend on how much you want to contribute to your retirement annuity
- The details of the fees charged will be provided in your quote and fund fact sheets based on the choice you select
How to get it
- Get Online
- Complete a Call me back and we’ll be in touch
- Call us on 0860 034 778
- Contact us on Support@standardbank.co.za
- Speak to a Standard Bank Financial Advisor at your nearest branch
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What you get
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What it costs
-
How to get it
- A STANLIB Unit Trust retirement annuity
- You can structure your portfolio from a selection of funds to meet your retirement goal
Terms and conditions, risks and limitations apply.
- The monthly contribution you’ll pay will depend on how much you want to contribute to your retirement annuity
- The details of the fees charged will be provided in your quote and fund fact sheets based on the choice you select
- Get Online
- Complete a Call me back and we’ll be in touch
- Call us on 0860 034 778
- Contact us on Support@standardbank.co.za
- Speak to a Standard Bank Financial Advisor at your nearest branch
Financial planning 101
Investing
The difference between savings and investments
You need to save and invest to provide for the life of your dreams. Saving and investing has different purposes but both are important to ensure you reach your short, medium and long-term financial goals.
Savings & Budgeting
Benefits of tax-free retirement account
People’s retirement needs vary greatly, but everyone will need to cover their basic living expenses. To pay for life’s expenses during your retirement – and maybe have some fun along the way – you need to set money aside now, and allow that money to grow so that you have sufficient income in your twilight years.
Savings & Budgeting
Frequently asked questions on tax-free accounts
With a tax-free savings account, you get your full investment return without being taxed on the growth you earn.
We also offer
Pension or Provident Plan with STANLIB
Pension and provident preservers offer you the ability to preserve and grow your retirement savings when changing employment.
Retirement Annuity with Liberty
Saving for your retirement is essential and a retirement annuity can help you invest for your future.