Classic Linked Life Annuity

The Classic Linked Life Annuity provides you with a regular income during retirement. Your linked income payments are directly linked to the performance of your underlying investments. An annuity of between 2.5% and 17.5% can be selected to match your income needs and this can be adjusted annually.

You can switch between underlying unit trusts freely to capitalise on performance or enhance protection of assets. On death, the capital remaining in the plan is distributed to your beneficiaries. You do however bear the risk of running out of capital if you outlive your savings.

The minimum investment amount is R50 000.

The Classic Linked Life Annuity is ideal for investors who

  • Are retiring
  • Wish to supplement their retirement income
  • Wish to use their retirement fund benefit to provide them with a flexible income during retirement
  • Want to maximize growth on the original retirement capital

Please click here for Classic Linked Life Annuity contact and complaints details.

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Annualised return:% vs. benchmark return of %

Figures quoted are from Morningstar for the period ending  for a lump sum, using NAV-NAV prices and do not take any upfront managers charge into account. Income distributions are declared on the ex-dividend date. Actual investment performance will differ based on the upfront managers charge applicable, the actual investment date and the date of reinvestment of income. Past performance is not necassarily an indication of future performance.
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