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Pension or Provident Plan with STANLIB

Retirement Preservation Plans through STANLIB

When changing employment, it is important to preserve your employee retirement benefits.

Reach out to one of our financial advisors for assistance.

Some of the benefits

Preserve your benefits

A preservation fund helps you preserve your pension and provident fund benefits when you change employment

Tax benefits

Pay zero tax when you transfer your pension and provident benefits

Growth

Get tax-free investment growth while you’re invested in the preservation fund

Early withdrawal

You’re entitled to 1 withdrawal before the age of 55

Preserve your benefits

A preservation fund helps you preserve your pension and provident fund benefits when you change employment

Tax benefits

Pay zero tax when you transfer your pension and provident benefits

Growth

Get tax-free investment growth while you’re invested in the preservation fund

Early withdrawal

You’re entitled to 1 withdrawal before the age of 55
What you get
  • A Pension or Provident Plan will help you invest the proceeds of your employer-sponsored benefits in a tax-efficient way, when you leave your employment
  • A Pension or Provident Plan are required to comply with Regulation 28 of the Pension Funds Act
  • You can choose from a wide range of Regulation 28 Investment funds with different risk and return objectives to meet your retirement goals

For more information see  learn more.

Terms and conditions, risks and limitations apply.

What it costs
  • The details of the fees charged will be provided in your quote and fund fact sheets based on the choice you select
How to get it
  • What you get
  • What it costs
  • How to get it
  • A Pension or Provident Plan will help you invest the proceeds of your employer-sponsored benefits in a tax-efficient way, when you leave your employment
  • A Pension or Provident Plan are required to comply with Regulation 28 of the Pension Funds Act
  • You can choose from a wide range of Regulation 28 Investment funds with different risk and return objectives to meet your retirement goals

For more information see  learn more.

Terms and conditions, risks and limitations apply.

  • The details of the fees charged will be provided in your quote and fund fact sheets based on the choice you select
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