PPS For Professionals

2 Investment Intro Title
PPS Personal Pension

2 Investment Introduction Body

The PPS Personal Pension Plan is a retirement solution that helps to build your retirement savings

Tap into the tax benefits

Exemptions on capital gains, interest and dividends within your investment

Claim back a portion of the contributions from SARS

Invest in listed securities

Via the PPS Managed Share Portfolio offered in conjunction with a professional stockbroker

Choose funds suitable to your goals

Access to a focused range of unit trusts from a selection of asset managers

Gain profit share as a PPS Member

Acquire profit allocation from your investment and allocation to PPS funds

Earn additional allocation through family linking of the OPN investment solutions

Non-PPS members can also join via the OPN range

4 Investment Intro Title
Preservation Funds

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The PPS Preservation Funds are designed to safeguard your retirement savings when leaving a pension or provident fund.

Tap into the tax benefits

Contributions paid will reduce the amount of tax you pay

Returns earned while invested are tax free

One pre-retirement withdrawal allowed

You’re allowed to withdraw once before retirement, if no prior withdrawals have been made

Safeguard your investment

Creditors will not be able to access your retirement savings

Invest in listed securities

Offered in conjunction with a professional stockbroker via the PPS Managed Share Portfolio

Choose funds suitable to your goals

You have access to a focused range of unit trusts, within the prescribed investment limits  

Gain profit share as a PPS Member

Acquire profit allocation from your investment and allocation to PPS funds

Earn additional allocation through family linking of the OPN investment solutions

Non-PPS members can also join via the OPN range

1 Investment Intro Title
PPS Retirement Annuity

1 Investment Introduction Body

The PPS Retirement Annuity helps you save towards a comfortable retirement in a tax-efficient way.

Tax benefits

Contributions paid will reduce the amount of tax you pay

Returns earned while invested are tax free

Safeguard your investment

Your retirement savings will be safe from creditors

Choose funds suitable to your goals

You have access to a focused range of unit trusts, within the prescribed investment limits

Gain profit share as a PPS Member

Acquire profit allocation from your investment and allocation to PPS funds

Earn additional allocation through family linking of the OPN investment solutions

5 Investment Intro Title
TRUSTEES

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All our retirement funds (including retirement annuity and preservation funds) have trustees who make sure they are acting in your best interest.

PPS Preservation Pension Fund (FSCA Registration Number 12/8/37737)

PPS Preservation Provident Fund
 (FSCA Registration Number 12/8/37738)

PPS Personal Pension Retirement Annuity Fund (FSCA Registration Number 12/8/37739)

The Board of trustees consist of Ms R G Govender (Chairperson), Mr H P du Toit (Deputy Chairperson), Mr J A B Downie, Mr A C Bosch and Mr S Trikamjee.
With Ms M Young serving as the principal officer.

Professional Provident Society Retirement Annuity Fund (FSCA Registration Number 12/8/404)

The Board of trustees consist of Mr J A B Downie (Chairman), Ms R G Govender (Deputy Chairman), Ms D L T Dondur, Mr H P du Toit, Dr S N E Seoka and Mr S Trikamjee.
With Ms M Young serving as the principal officer.

3 Investment Intro Title
PPS Corporate Personal Pension

3 Investment Introduction Body

The PPS Corporate Personal Pension Plan allows you to offer your employees tailored retirement annuity solutions.

How does it work for employers?

  • Offer a valuable employee benefit
  • No or limited operational costs to you as the employer
  • No administration required from you, as we take care of everything

How does it work for employees?

  • Employees can choose how to save towards their retirement
  • The retirement savings will remain theirs, even if they leave your company
  • PPS members gain profit-share allocations
  • Non-PPS members can also join via the OPN range
  • They will have access to our Secure Site for service as an individual
  • Access to a range of other investments

How do I invest?

PPS Investments recommends that you consult an independent financial adviser regarding your specific situation if you require financial and/or investment advice. Alternatively, leave your details and our client service centre can CALL YOU BACK to put you in touch with an adviser.

Should you be comfortable to invest online CLICK HERE

The next step is to call us or we can call you.
0860 123 777






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