Alexander Forbes Retirement Income Solution
Do you want a retirement solution that will follow your employees wherever they go?
AFRIS helps you navigate your retirement and get where you need to. It finds the best route and vehicle to get you there, helping you deal with obstacles along the road, and providing expert advice every step of the way.
Start your journey with AFRIS.
Part of having a retirement fund means having a solution in place when your employees join, leave or retire. Consider the Alexander Forbes Retirement Income Solution (AFRIS) solution. It includes a living annuity, retirement annuity fund, preservation pension fund, preservation provident fund and unit trusts, with access to a wide range of investment portfolios to invest in. This means that you can choose to enjoy all of AFRIS’s benefits to supplement your existing retirement savings. Part of having a retirement fund means having a solution in place when your employees join, leave or retire. Consider the Alexander Forbes Retirement Income Solution (AFRIS) solution.
Is this for you?
- AFRIS allows you to keep all your retirement savings in one place, for greater visibility and control. Importantly, it allows you to stay invested in your retirement products, even if you leave your employer, while enjoying preferential rates and benefits.
AFRIS Retirement Annuity Fund
- Allows you to top up your existing employer retirement fund savings and make full use of your tax benefits
- Keeps all your retirement savings in one cost-effective place, so you can easily check if you’re on track to reach your retirement goal
- You can retire later by deferring your retirement and continuing to contribute, to build up more savings
AFRIS Preservation Funds (pension or provident)
- Preserves what you’ve saved for a better retirement
- Keeps your savings invested or ‘preserved’ when leaving your employer, when resigning or if you've been retrenched.
- Allows you to take one withdrawal from the fund before retirement.
AFRIS Living Annuity
- Combines the benefits of a living annuity with a guaranteed life annuity, allowing you to leave a legacy for your beneficiaries
- Provides you with a guaranteed income
- Ensures that your savings get you to your retirement destination
Unit Trust
- Adjusts your savings and investment strategy along the way to make the most of your funds
- The Discretionary Income Product allows you to invest in a unit trust wrapper that carries no administration fees. You must have one of the other products to invest in this unit trust.