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Personal Pension
The 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.
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.
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Preservation Funds
Preserve your retirement and pension savings without paying any tax
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The Preservation Fund offers a tax-efficient way to preserve accumulated retirement savings when leaving a pension or provident fund.
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.
Invest in listed securities through the PPS Managed Share Portfolio, which is offered in conjunction with a professional stockbroker.
Protection from insolvency.
Invest your retirement savings in a combination of funds which 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.
1 Investment Intro Title
PPS Retirement Annuity
The PPS 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.
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TRUSTEES
All our retirement funds (including retirement annuity and preservation funds) have trustees who make sure they are acting in your best interest.
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The funds governed are:
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.
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PPS Corporate Personal Pension
Create and structure tax efficient retirement savings solutions for your employees
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The PPS Corporate Personal Plan is an employee benefit structure, which allows you to offer your employees an individually tailored retirement annuity solution.
Benefits to employer:
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.
Benefits to employees:
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.
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.
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