Our unique model is incorporated in both our pre- and post-retirement plans, and it rewards clients for taking responsibility for their financial future. We encourage clients to start saving earlier, exhibit healthy behaviour and withdraw their savings responsibly. Our formula is to give our clients unique benefits that give value beyond the performance of our funds.
Five reasons to invest in our Retirement Plans:
01 | We give clients a boost of up to 20% to your lump-sum investment when they invest in qualifying Discovery funds.
02 | We boost clients’ additional investments into their lump-sum Core Retirement Plan by up to 25%.
03 | We boost clients’ investment value when they retire to help them fund their tax liability on their one-third withdrawal*.
04 | Clients can receive yearly increases to their retirement boost** on their qualifying lump-sum Retirement or Preserver Plans if they also have a Flexible Investment Plan.
05 | Clients can use their Discovery Miles to increase their retirement boost**. Their Discovery Miles will be boosted by as much as 3 times, depending on their Vitality status.
* To get this benefit clients need to invest R100 000 or more in the Classic Retirement Plan.
** retirement boost = Retirement Upfront Investment Integrator boost and Discovery Miles Integrator boost, if applicable.