The Retirement Annuity is an investment providing for retirement
Invest at any time but no withdrawals before the age of 55. After 55, up to 1/3rd can be taken in cash. The rest must purchase income annuity.
Tax-free while invested. Contributions are tax deductible (up to a limit) i.e. it reduces your tax payable. Tax is applicable upon retirement.
No estate duty or executor's fees will apply. The Fund Trustees will distribute any remaining investment to your dependants.
Proof of identification
Your banking details
Your tax details
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