
Individual Growth Services
Retirement Annuity
A retirement annuity is a type of investment designed to help you save for your retirement so that you can financially support yourself when you retire.
Investment Term
Minimum until the age of 55.
Risk
Dependant on the individual’s risk appetite.
Liquidity
Not Liquid.
Can’t access money before the age of 55.
Tax
Contribution is tax-deductible.
At retirement, 1/3 lump sum is tax-free.
Inflation
Has a record of beating inflation.