Retirement annuities
AFRIS Retirement Annuity Fund
AFRIS: Alexander Forbes Retirement Income Solution
Receive preferential rates through your employer or retirement fund as they have an existing relationship with Alexforbes.
Benefits
- Allows you to top up your existing employer retirement fund savings and make full use of your tax benefits.
- Keep 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.
Retirement Annuity Fund
If your employer or retirement fund does not have an existing relationship with Alexforbes, you can join on your own. Standard rates apply.
Benefits
- Allows you to top up your existing employer retirement fund savings and make full use of your tax benefits.
- Keep 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.
Employer Retirement Annuity
Retirement saving account
A flexible, affordable retirement solution for the next generation of workers.
Are you looking for a flexible, affordable retirement solution in the gig economy?
Not all employers want, or are able, to offer retirement funds to employees. An employer retirement annuity could help fill this gap. See if your employer offers the Alexforbes Employer Retirement Annuity.
Is this for you?
You’re looking for a flexible retirement solution as:
- you work full time or part time, or
- your income fluctuates
Benefits
- It’s affordable – costs are lower than individual retirement savings accounts
- It’s flexible – choose own monthly contributions from R500
- It’s simple – a lifetime fund that does not end when you leave your employer
Group Retirement Annuity for Associations
Retirement saving account
A flexible and affordable retirement solution for groups of connected people.
Are you looking for a flexible, affordable retirement solution as an association, club or organisation member?
What if the group of people you connect with regularly could also belong to the same retirement fund?
If you’re looking for a flexible retirement solution, see if your club, association or organisation offers the Alexforbes Group Retirement Annuity for Associations.
Is this for you?
Sharing the same interests? Playing sport together? Belonging to the same profession? Sharing social, cultural or religious activities? Working for the same non-profit organisation?
And now you can also belong to the same retirement fund as part of your group, association or organisation membership.
- It’s affordable – costs are lower than individual retirement accounts
- It’s flexible – choose your own monthly contributions from R500
- It’s simple – a lifetime fund that does not end when you end ties with the group