Retirement Funds
Saving for your retirement
We offer a wide variety of Retirement Investments and solutions for pre and post retirements. Our goal is to assist you growing your investments and retiring comfortably.
Discovery retirement funds
Powerful behavioural incentives
Our retirement solutions are unique and tailor made to each individual and reward you for taking active steps in managing your money.
Our offering includes:
1. Investments for pre-retirement, this will not only allow clients to save but also benefit from a tax perspective.
2. Preservation plans, we will assist you in preserving and growing your money for retirement.
3. Retirement Annuity Plans – these provide an annuity income once you have retired allowing you to maintain your life style and can be boosted by up to 50%.
*Discovery Retirement Funds (the Fund) refer to the Discovery Life Pension Umbrella Fund and Discovery Life Provident Umbrella Fund. All boosts are offered through the insurer, Discovery Life Limited and only apply to investments in qualifying Discovery funds if held until the retirement date. Early retirement, withdrawals or switches out of qualifying funds will affect the boosts. Discovery Life Limited, registration number 1966/003901/06, is a registered long-term insurer and an authorised financial services and registered credit provider, NCR Reg No NCRCP3555. Discovery Health (Pty) Ltd, registration number 1997/013480/07, is an authorised financial services provider and administrator of medical schemes. Discovery Vitality (Pty) Ltd is an authorised financial services provider, registration number 1999/007736/07. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. Limits, product rules, terms and conditions apply.