What is a Preservation Fund?
Protect Your Progress
A Preservation Fund is created from your Pension or Provident Fund when you change jobs, get retrenched or on early retirement.
It allows one withdrawal and preserves your savings until retirement. Investments grow tax-free, with options to choose from various investment portfolios.
You can transfer your Preservation Funds to another Preservation Fund. At retirement you can then transfer into a Living or Life Annuity.
At Investonline, we tailor Preservation Funds to maximise retirement savings.
Benefits of a Preservation Fund?
Secure your retirement savings with these key benefits:
- Tax-Free Growth on savings
- Single Withdrawal pre-retirement
- Savings Protection for retirement
- Flexible Investment options
- Easy Transition to a Living Annuity
Preserve your Preservation Fund.
Preservation Fund Comparison
Underperforming funds can limit your Preservation Fund’s growth.
Get More From Your Preservation Fund
At Investonline, we focus on competitive cost solutions and proven long-term performing funds to help you maximise your returns.
- Know Your ReturnsGet a clear picture
- Improve StrategyTailor your plan
- Increase SavingsHelp to save more
Make sure your retirement is on track.
Our free comparison report provides insights into fees and performance, helping you make an informed decision.
Exploratory Call:
We offer a free consultation to assess your finances and plan for retirement.
Get qualified, independent advice.
No obligation.
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