1. Retirement Annuity Builder
DO YOU KNOW HOW TO MAKE IT EASIER TODAY TO SAVE FOR
TOMORROW?
From as little as R300 a month you can save towards a better retirement.
Don’t be part of the majority of South Africans who have to change the way they live in retirement.
With the Retirement Annuity Builder you can maintain your lifestyle when you retire.
The growth on your investment is currently tax free, but you should only invest in the Retirement Annuity Builder
if you won’t need access to this money before your retirement.
Currently, when you retire, you have to convert at least two thirds of your investment into an income for life.
If you are retrenched, we will invest on your
behalf for a full year whilst you find and settle
into your new job.
You can also claim up to 3 times before your
65th
birthday.
If you become disabled, we know that you still
have the same retirement goals, so we will keep
investing on your behalf until your 60th
birthday.
Expecting a new addition to the family? You can
pause investing for up to six months, whilst you
adjust to your new responsibilities of being a
parent to your new-born baby.
Invest R30,000 over 5 years, and we’ll refund
25% of the management fees you’ve paid.
R20
R10
R10
Press pause for pregnancy Be rewarded
Liberty keeps investing for you*
*excluding ad hoc increases to the regular premium and automatic premium increases in the preceding 12 months
For more information about saving toward your retirement, speak to a Liberty
adviser, contact our call centre on 0860 327 327 or visit www.liberty.co.za
Disclaimer
The information contained in this document does not constitute advice by Liberty. Any legal, technical or product information contained in this document is subject to change from time to time. If there are any discrepancies
between this document and the contractual terms or, where applicable, any fund rules, the latter will prevail. Past performance cannot be relied on as an indication of future performance. Investment performance will depend
on the growth in the underlying assets, which will be influenced by inflation levels in the economy and prevailing market conditions. Any recommendations made must take into consideration your specific needs and unique
circumstances.
Liberty Group Limited is an authorised financial services provider (no. 2409) Terms and conditions apply.
© Liberty Group Ltd 2013. All rights reserved.