2 Investment Intro Title
PPS Personal Pension
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
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Preservation Funds
The PPS Preservation Funds are designed to safeguard your retirement savings when leaving a pension or provident fund.
4 Investment Featured Title
The Preservation Fund offers a tax-efficient way to preserve accumulated 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
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
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.
3 Investment Intro Title
PPS Corporate Personal Pension
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.
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