Do you want to keep your retirement savings invested while saving on tax?

Our preservation funds allow you to keep your retirement money invested by transferring it into one of these funds. The transfer is tax free if you transfer from your employer’s fund to one of the preservation funds.

Is this for you?

You will need to invest a minimum of R30 000 up front.

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There are two types:

Receive preferential rates through your employer or retirement fund as they have an existing relationship with Alexforbes.

Benefits

  • The fund keeps your money invested or ‘preserved’ when you leave your employer 
  • You can take one full or partial withdrawal before you are required to retire