PPS Living Annuity with Lifetime Income for PPS Members
6 Investment Introduction Body
Giving you more income security during your retirement years
Retire with peace of mind
Blends the benefits of a life annuity*, where you do not carry the risk of outliving your savings or running out of funds due to poor investment returns, with a living annuity.
Provides a secured monthly lifetime income into your living annuity that will never reduce in nominal terms, regardless of market movements.
Gain profit share as a PPS Member
Acquire profit allocation from your PPS Living Annuity with Lifetime Income and allocation to PPS funds.
Earn additional allocation through family linking of the OPN investment solutions.
Leave a lasting legacy
You have the option to provide a secured lifetime income for your spouse that will be paid in the event that you pass away.
Choose to add a minimum payment period. If you pass away within that time frame, the remaining payments for the period will be paid into the unit trust portion of your living annuity as a lump sum and will be accessible to your beneficiaries.
Your beneficiaries will receive the remaining assets in the unit trust portion.
*PPS Insurance owns a life annuity portfolio underwritten by Just Retirement Life. For more information on Just Retirement Life, visit https://justsa.co.za/.
For help with a PPS Living Annuity with Lifetime Income, speak to your PPS accredited financial adviser.
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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