We offer a free Living Annuity Comparison to assess your current income (drawdown), fees, and performance.
💡 Did you know you can transfer Living Annuities at no cost?
If you’re approaching retirement, we can help you transition to a Living Annuity (or a Life Annuity) from a Pension, Provident, Preservation Fund, or Retirement Annuity.
Why Review Your LA?
Regular reviews help to:
- Sustain Income: Adjust for changing market conditions.
- Optimize Fees: Uncover potential savings.
- Improve Performance: Align investments with market opportunities.
- Stay Aligned with Goals: Ensure your strategy evolves with your financial objectives.
- Explore New Options: Consider transfer options for better alignment.
Living Annuity Benefits:
- Flexible Income: Adjust annually to suit your needs.
- Investment Control: Choose top-performing options, including offshore.
- Tax Efficiency: Benefit from tax-friendly growth.
- Growth Potential: Enhance retirement income with solid performance.
- Legacy Planning: Leave remaining funds to beneficiaries.
How We Support You:
- Income Longevity: Ensure funds last throughout your retirement.
- Performance Comparison: Access top unit trusts for optimal returns.
- Dedicated Guidance: Receive support from a client portfolio manager.
Living Annuity Returns
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Insightful LA Webinar
Living Annuity Webinar
Get insights from experts
Living Annuity Presentation
Step-by-step retirement guide
Living Annuity Webinar
Get insights from experts
Living Annuity Presentation
Step-by-step retirement guide
Planning Tools for LA:
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Living Annuity Quote: Get a free custom quote.
Living Annuity FAQs: Common questions and the meaning of Living Annuities.
Living Annuity Insights: Explore in-depth information about Living Annuities.
Advanced Financial Planning: Guidance for the long-term health of your Estate.
Retirement Planning: Build a future for your golden years.
Understanding Your Options:
If you’re weighing the benefits of a Living Annuity against those of a Guaranteed Life Annuity, we’ve created a detailed comparison to help you make an informed decision. Learn how these options differ in terms of flexibility, income stability, growth potential, and legacy planning. Discover which solution best aligns with your retirement goals.
Living Annuities vs Life Annuities
What to do next?
Whether you’re reviewing an existing Living Annuity or looking to set up a new one as you approach retirement -from a Pension, Provident, Preservation or Retirement Annuity – we’re here to help.
Start with our free Living Annuity Performance Comparison to review your current fund, or reach out today to secure a sustainable, efficient, and growth-focused Living Annuity.
Plan Your Future Today
Ready to start? Investonline is here to help you explore Living Annuity options, customize your portfolio, and achieve your long-term financial goals.
