Discovery Invest Plans

Get rewarded for taking proactive steps to manage your money and your health

We encourage and reward you for investing longer and more, living well and withdrawing wisely. We have a diverse range of investment plans that can help you invest towards your retirement and other shorter-term or medium-term goals. Our investment opportunities extend across local and offshore investments. No matter what you are saving for, we can help you get there.

Are you saving towards your retirement?

We can help you get the retirement you aspire to when you invest in our Retirement Plans.

You can get up to 20% more money for retirement when you invest in our lump-sum Retirement Annuity.

With the Discovery Retirement Optimiser you can convert your unused life cover into tax-free cash payments in retirement.

Plans for saving towards retirement:

Are you in retirement or planning to retire?

Our Retirement Income Plans make it possible for your retirement money to last for your lifetime. With our Living Annuity, we reward you for withdrawing wisely and for living healthily in retirement with up to 50% extra retirement income, for life. With our Fixed Annuity you can receive income certainty for the rest of your life.

A plan to withdraw your income in retirement:

Have you changed jobs? Preserve your retirement savings

You have a better chance of achieving your retirement aspirations when you don’t cash in your retirement savings when changing jobs.

We can increase your retirement savings by up to 20% when you invest in our Preserver Plans.

A plan to invest your retirement savings when changing jobs:

Other savings? Do you want a head start with your investment and grow your money faster?

We offer investment opportunities no matter how long you want to save for. With our Flexible Investment Plans you can get fee discounts of up to 100% for living well and investing longer. Our Endowment Plans can give you a boost of up to 26% on your initial lump-sum investment.

Our range of short-term and long-term investment plans:

Do you want a guaranteed return or income on your investment?

Our Guaranteed Return Plans give you peace of mind from knowing exactly what your investment will be worth after five years. You also get access to guaranteed returns that aim to beat the market.

With our Guaranteed Growth Plan you can get a guaranteed investment value at the end of your five-year investment term. Our Guaranteed Income Plan gives you a guaranteed regular income on your investment for five years.

A plan to guarantee your returns or your income:

Are you looking for an offshore investment?

Aim to diversify your investment portfolio by including a portion that you invest offshore. Consider investing in US dollars, British pounds or euros with our Offshore Investment Plans.

We’ll invest an extra 10% of your initial lump-sum contribution when you invest in our Offshore Endowment Plan. Our Recurring Dollar Endowment Plan gives you access to offshore markets with low minimum investment amounts and easy conversion of your money to dollars.

And our Offshore Flexible Investment Plans give you access to your offshore investment at any time.

Invest in offshore markets and currencies:

 
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