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Guide-me Tool

Overview |
Benefits |
Fees |

Invest in a Liberty Retirement Annuity Builder so you can do the following:

Take advantage of the generous tax concessions currently available to retirement funds in South Africa.
Save for your retirement and only use the money when you retire.
Use the proceeds to buy an annuity that will provide an income when you retire.
Invest from as little as R400 per month.

Invest in a Liberty Retirement Annuity Builder so you can do the following:

Take advantage of the generous tax concessions currently available to retirement funds in South Africa.
Save for your retirement and only use the money when you retire.
Use the proceeds to buy an annuity that will provide an income when you retire.
Invest from as little as R400 per month.

Invest in a Retirement Annuity Builder so you can do the following:

Take advantage of the generous tax concessions currently available to retirement funds in South Africa.
Save for your retirement and only use the money when you retire.
Use the proceeds to buy an annuity that will provide an income when you retire.
Invest from as little as R400 per month.

Get advice

Investment portfolios

Select up to seven professionally managed investment portfolios with optional performance guarantees, in accordance with an individually identified risk profile.

Retrenchment premium waiver benefit

If you are retrenched, Liberty will pay the recurring investment for a full year whilst you find, and settle into, your new job. You can use this benefit up to 3 times before your 65th birthday.

Maternity premium holiday

Female members can stop paying for premiums to the fund for six months. All they need to do is request Liberty to activate this benefit on commencement of their maternity leave.

Investment portfolios

Select up to seven professionally managed investment portfolios with optional performance guarantees, in accordance with an individually identified risk profile.

Retrenchment premium waiver benefit

If you are retrenched, Liberty will pay the recurring investment for a full year whilst you find, and settle into, your new job. You can use this benefit up to 3 times before your 65th birthday.

Maternity premium holiday

Female members can stop paying for premiums to the fund for six months. All they need to do is request Liberty to activate this benefit on commencement of their maternity leave.

Investment portfolios

Select up to seven professionally managed investment portfolios with optional performance guarantees, in accordance with an individually identified risk profile.

Retrenchment premium waiver benefit

If you are retrenched, Liberty will pay the recurring investment for a full year whilst you find, and settle into, your new job. You can use this benefit up to 3 times before your 65th birthday.

Maternity premium holiday

Female members can stop paying for premiums to the fund for six months. All they need to do is request Liberty to activate this benefit on commencement of their maternity leave.

There are product and portfolio management fees, guarantee fees, where applicable, and advisory fees payable, based on agreements with your Financial adviser.

Invest for retirement for:

Family

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