Retirement Annuity
Enjoy a worry-free retirement with a retirement savings plan.
Saving for retirement requires disciplined long-term saving coupled with a sound investment strategy.
Momentum Investo can give you guidance on how much you need to save and for how long so you can meet your retirement goals and enjoy a stress-free retirement.
- Start investing from as little as R500 per month.
- Enjoy a payment breather when there's an unexpected bump in the road.
- Choose any retirement date from age 55.
Keep your retirement financial journey on track. Speak to a financial adviser to find out how.
Two-pot retirement system
From 1 September 2024, the way you save for retirement changes. Preserving your long-term savings is still the most important thing to do.
But the new two-pot retirement system allows you to tap into some of your retirement savings during your working years. Find out all you need to know about two-pot and enjoy new ways to save for your goals and retirement with Investo.
Is the Investo Retirement Annuity right for me?
Momentum Investo retirement plan options
Momentum Investo offers investment products, including a retirement annuity to help you meet your goals. Start your retirement savings by investing from as little as R500 a month and enjoy a range of investment benefits from retirement annuities.
The benefits of saving in the Investo Retirement Annuity
Loyalty bonus
We reward you with a bonus if you stay invested for 5 years. It pays back most of your administration
fees.
Guarantees
We can guarantee that your capital will be safe if you choose this benefit, or that your money grows by a certain percentage.
Investment
booster
With our Enhanced Allocation benefit, if you invest above a certain amount, we boost your investment by adding money from our pocket.
Protection
With our Contribution Replacer benefit, you can insure yourself so that we invest on your behalf if you cannot make contributions due to disability or death.
Retirement access
With our Enhancer Benefit, we free up your retirement money. The benefit also makes your income more tax efficient.
Retirement Booster
Pays out an additional tax-free amount when you retire if your retirement annuity is linked to a qualifying Momentum Myriad product.
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2-minute questionnaire.