The Retirement Annuity allows you to save tax-efficiently towards a comfortable retirement.
Claim a portion of your contributions from SARS.
Tax exemptions apply within your investment and a portion of your investment proceeds is tax-free.
Customise your retirement annuity to suit your needs.
Protection from creditors.
Invest for your retirement savings in funds that suit your needs from our premium fund range.
The more a PPS member invests with us, the more profit share they earn.
PPS members can also earn additional profit share by linking their child(ren) and/or spouse’s OPN investment solutions to their PPS number.
The PPS Personal Pension Plan is best suited to those who are seeking a tax-efficient, long-term retirement savings vehicle with insolvency protection.
Tax exemptions on capital gains, interest and dividends within your investment.
Claim back a portion of the contributions from SARS.
You have access to a focused range of unit trusts from a selection of asset managers.
Invest in listed securities through the PPS Managed Share Portfolio, which is offered in conjunction with a professional stockbroker.
Invest your retirement savings in a combination of funds that suit your specific needs from our premium fund range.
Create and structure tax efficient retirement savings solutions for your employees
Allows you to offer a valuable employee benefit
There are no associated set-up costs or overheads, and we have an experienced Board of Trustees in place.
We take care of all administration requirements, including investor communication and client service, ongoing monitoring of retirement legislation.
Save towards a comfortable retirement through a tax-efficient structure.
If an employee is a PPS member, their investment will contribute to their PPS Profit-Share Account.
Each employee’s pension plan remains fully portable, so they can take their investment with them should they leave your company.
Preserve your retirement and pension savings without paying any tax
Tax exemptions on capital gains, interest and dividends
A portion of your investment proceeds is tax-free.
One pre-retirement withdrawal if you made no withdrawals prior.
Protection from insolvency.
Invest your retirement savings in a combination of funds which suit your needs from our premium fund range.