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Young black women wearing a red beret and blazer looking forward boldly

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.

Is the Investo Retirement Annuity right for me?

Ideal for disciplined investors The Investo Retirement Annuity is ideal if you prefer a committed approach to saving and investing.
Save on how much tax you pay It offers a tax-efficient opportunity to save for your retirement.
Access your money from age 55 You can take one-third as a lump sum and use the rest to receive a regular income.

Looking for retirement planning advice?

We can help with all your retirement planning needs.

Interested in investing once-off?

If you're looking to invest R50 000 or more once-off and aren't interested in a recurring investment, then Momentum Wealth has the solution you're looking for.

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.

Investo FAQs

Contact Momentum Investo

Investo





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