If you've saved for your retirement using an employer's fund, a preservation fund or a retirement annuity, you can invest the proceeds when you retire in the Ninety One Living Annuity and draw an income.
Your income after retirement needs to keep pace with inflation. Generating investment returns ahead of inflation is therefore crucial for sustainability of income in retirement.
Ninety One Living Annuity investors have a range of unit trusts from which to choose. We offer funds that are suitable for retirees who need to preserve their capital and require dependable returns in excess of inflation.
The Ninety One Living Annuity – key considerations
01You have the flexibility to select your level of income (within certain parameters) and payment frequency. |
02You have access to a wide range of unit trusts that can help you grow your retirement income. |
03You can switch between funds as your financial needs change. |
04On death, your full benefit will be transferred/paid to your nominated beneficiaries. |
Complete the Ninety One Living Annuity application form online to invest a portion or the full value of your benefit from a retirement fund in our living annuity. Select one or more funds from the Ninety One range of funds.
View our Core Fund range View our Quality Approved list of funds
The fund managers invest your money in a portfolio of assets such as equities, bonds, cash and listed property, based on your fund selection.
The investment is managed on your behalf according to the fund’s objectives, for example, beating inflation over a certain time period. This plays a key role in determining the return on your investment.