A Living Annuity is a post-retirement saving and income solution that helps you grow your retirement savings whilst providing you with a regular income. The Living Annuity Plan is underwritten by Hollard Life. We employ a Unique Risk Bucket approach to our strategies.
- Growth within your investment is tax-free. You only pay tax on your regular income payments, at your income tax rate.
- A diverse range of portfolio options from a range of industry-leading portfolio managers.
- Flexible income payments – you can select an income payment of between 2.5% and 17.5% (per annum).
- Transparency –– All fees levied on our portfolios are fully disclosed.
- Your Investment Policy is exempt from estate duty and executor’s fees.
- The value remaining of your investment will be paid out to your specified beneficiaries when you pass away.
- No Initial Administration Fees – No initial administration fees are levied on this investment.
- Low Annual Administration Fees.
- Financial Advisors – You may choose to appoint a Financial Advisor (if required).
- Regular Reporting – We provide regular and easy to understand investment reports.