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It is important to bear in mind that any investment has some risk. We therefore recommend that you consult a financial adviser who can help you find the most appropriate products for your needs and circumstances.
Preservation funds
Preserve your existing retirement savings if you change jobs to continue growing your wealth.
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About preservation funds
When you change your job for whatever reason, it may be tempting to cash in your retirement savings. However, to continue working towards your goal of a comfortable retirement, you should build on your savings by transferring your money from your employer’s pension or provident fund to a preservation fund.
Our solutions
You can choose from a range of leading investment funds carefully selected by Sanlam.
- Our solutions
Sanlam Cumulus Echo Preservers
Minimum payment R25,000 lump sum R5,000 per additional contribution
Investment period Until at least age 55
Features:
You’ll receive a Wealth Bonus for remaining invested. The longer you invest, the bigger the Wealth Bonus.
You can choose from a range of leading investment funds
Freedom to change your choice
Glacier Preservation Funds
Minimum payment R100,000 lump sum R15,000 per additional contribution
Investment period Until at least age 55
Features:
You have a wide selection of investment choices, including local and offshore funds, actively managed and index-tracking funds, risk-profiled funds and individual shares via our stockbroking service.
Freedom to change your choice