Let us help protect you and your family from the financial impact of life's unexpected events such as death, disability and critical illness.
At Liberty, we offer investment solutions that can help you, as an individual, reach your investment goals.
Your family means a lot to you. What steps should you take to ensure that their current and future needs are met?
Liberty Corporate offers a wide range of risk and annuity products, tailored to an employee’s unique needs.
Liberty Corporate has a range of investment portfolios suitable as retirement funds and for businesses.
Liberty Corporate’s umbrella solutions give you the flexibility to structure employee benefits.
Liberty Corporate’s fully fledged administration team provides a comprehensive fund administration service.
Liberty Corporate provides a multitude of specialist consulting and actuarial solutions.
The Liberty Life Annuity has been designed to give maximum protection and certainty of income, combined with features to suit your financial needs.
A life annuity transfers the risk of outliving your money to Liberty. Liberty commits to providing peace of mind by paying your income in the event of your death. This can be under both a husband's and wife's name so both can receive an income.
A life annuity can be purchased with funds originating in one of two broad categories:
A life annuity purchased with money from a compulsory source, which is money that must originate from the proceeds of various retirement products, such as the compulsory portion of a retirement annuity, retirement preserver, pension or provident fund.
A life annuity purchased with money from a voluntary source, which is money that originates from the proceeds of any savings other than from the above-mentioned retirement products.
Liberty's Life Annuity has been designed to give maximum protection and income certainty, combined with features to suit your financial needs.
The income increase you select is not linked to any index or volatile investment markets but is guaranteed at the outset and therefore provides security and certainty.
A life annuity is a tax-efficient vehicle, the benefits of which include the following:
Upon retirement from a retirement annuity, pension or provident fund, no tax will be paid on the lump-sum amount transferred from the retirement fund to the life annuity.
No income tax is paid on the capital portion of the income on voluntary purchased annuities.
The fees are embedded within the product. This means that the income you have been promised will not be reduced by further fees. These are already taken into account in the income calculated.
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