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The retirement tightrope:

Balancing Security and enjoyment

Watch our latest recording:

Mutual Mastery Part 1

Investment Perspectives:

A quarterly review of the macro-economic environment

Balancing Security and enjoyment

Mutual Mastery Part 1

A quarterly review of the macro-economic environment

Investments Sub Title
RETIREMENT INCOME BUILT TO LAST.

At PPS Investments, we understand professionals and the nuances of your clients, knowing that they deserve expertly crafted investment solutions to experience each chapter of their life story. Your client’s golden years deserve an income solution that ensures their next chapter is their best chapter.

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CHALLENGES IN RETIREMENT PLANNING

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  • Most annuitants risk outliving their money
  • Inflation is a silent killer of the desired lifestyle of retirees
  • Managing volatility is key as annuitants are forced sellers

Our retirement income solutions are meticulously crafted for professionals, understanding they have unique needs long after their professional careers have ended.

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RETIREMENT INCOME FUND SOLUTIONS

PPS CAUTIOUS RETIREMENT INCOME SOLUTION

Cautious Risk Profile

PPS CAUTIOUS RETIREMENT INCOME SOLUTION

Suitable for cautious investors who require sustainable income in retirement. It aims to offer investors protection during periods of poor market returns, with the aim of producing no negative returns over a rolling 12-month period, while ensuring investors still benefit during periods of market growth.

SOLUTION OVERVIEW

PPS MODERATE RETIREMENT INCOME SOLUTION

Moderate Risk Profile

PPS MODERATE RETIREMENT INCOME SOLUTION

Suitable for moderate investors who require sustainable income in retirement. It aims to offer investors protection during periods of poor market returns, with the aim of producing no negative returns over a rolling 18-month period, while ensuring investors still benefit during periods of market growth.

SOLUTION OVERVIEW

PPS ASSERTIVE RETIREMENT INCOME SOLUTION

Moderate - Aggressive Risk Profile

PPS ASSERTIVE RETIREMENT INCOME SOLUTION

Suitable for moderate to aggressive investors who require sustainable income in retirement. It aims to offer investors protection during periods of poor market returns, with the aim of producing no negative returns over a rolling 24-month period, while ensuring investors still benefit during periods of market growth.

SOLUTION OVERVIEW

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NEWS & INSIGHTS

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Market and investment insights and webinars from our investment team to help you navigate the investment landscapes.

Investments Article1 Date
June 2025

Investments Article1 Title
The Retirement Tightrope: Balancing Security and Enjoyment.

Investments Article2 Date
May 2025

Investments Article4 Title
Staying invested matters. The power of time over timing.

Investments Article3 Date
February 2025

Investments Article3 Title
The hidden cost of cash: Why playing it safe could hurt your returns

Investments Article4 Date
April 2025

Investments Article4 Title
Staying invested matters. The power of time over timing.

Investments Value Title
OUR VALUE

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Solutions for professionals, by professionals.
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Through our manager selection and portfolio construction process, we have leveraged decades of data on our members to identify and craft income solutions that best address their retirement needs. The PPS Retirement Income Solutions are objectives - based portfolios focusing on delivering a sustainable level of income in retirement, as well as generating capital growth.

PROVIDING A REAL RETURN

The solutions have a greater focus on absolute rather than relative performance, aiming to grow above inflation. This is key to ensure that members can maintain their lifestyle through-out retirement.

MANAGING VOLATILITY

The solutions are designed to reduce risks that are particularly relevant to retirees, such as capital drawdown risk, which can materially impact the longevity of a retirement portfolio, particularly in the early stages of transitioning from a Retirement Annuity.

ENHANCING RETIREMENT THROUGH THE PPS PROFIT SHARE

By incorporating the PPS Profit Share into client retirement plans on the PPS Investments platform, you continue to earn profits and can significantly enhance the retirement outcomes of your members.

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Our data shows that professionals behave differently and have a different life experience from other investors. This means your time in retirement might last as long and even longer than the decades in which you shaped your career.

Max Mojapelo | Executive Head: Investment Solutions

UNPACKING THE SOLUTIONS

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A SOLUTIONS RANGE ALIGNED TO YOUR ADVICE PROCESS

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You hold a valued relationship with your client, one built over time and have been there for each investment milestone.

At PPS Investments, we remain committed to providing you with expert investment solutions designed specifically for your professional client.

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