Retirement Insights | 1 min read

Glacier’s Retirement Annuity

Offering flexibility from R500 per month.

The importance of saving for retirement does not wane - even in the challenging conditions we find ourselves in today. Glacier’s Retirement Annuity (RA) provides a wide range of investment options with flexible contribution choices, which help clients to continue saving for their retirement.

To help ensure that more clients have the option to get their retirement savings on track, Glacier has reduced the minimum contribution to R500 per month

Recurring contributions reduced to R500 per month

We will now allow monthly contributions of R500 on new Retirement Annuity plans. In order to qualify for this reduced minimum, such cases must be submitted electronically via the Investment Hub. Simply opt for e-signing and the automated submission option. For more guidance, view the E-signing process here.

These are just some of the reasons why Glacier’s RA is best positioned to assist you and your clients during these unusual times:

Glacier’s Investment Hub supports remote advice

The Investment Hub allows you to be fully functional, even in our current lockdown situation. With fully integrated quote, application and E-signing processes, you and your client can do secure business online, anywhere, anytime.

Flexibility to pause or reduce your contribution at any time

Glacier’s RA allows clients the flexibility to reduce or pause their contributions without any penalties. When you are in a position to resume or increase contributions, this can be done at any time without any additional costs.

One-stop Reg28 solutions

Glacier Invest offers a range of well-diversified wrap funds actively managed by an expert team. Consider the Regulation 28-compliant Glacier Invest Moderate or the Glacier Invest Moderate Aggressive wrap funds for your clients in the retirement savings accumulation stage.

As a leader in the retirement space, Glacier recognises the importance of a well-planned retirement savings strategy.  We acknowledge, and value your time spent in keeping clients on track with their investment strategies in the current markets.  We hope that the reduced minimum monthly RA contribution amount will assist you in encouraging more investors in getting started on their retirement savings journey.

The Personal Portfolios Retirement Annuity is administered by Glacier Financial Solutions (Pty) Ltd.
Glacier Financial Solutions (Pty) Ltd and Sanlam Life Insurance Ltd are licensed financial services providers.

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