Boost your retirement savings by up to 25%
Our retirement plans are designed to help you create financial security in retirement by rewarding your healthy lifestyle and investment behaviours with boosts and fee discounts.
Take advantage of our current offer, where you can get an enhanced boost of up to 25% on your extra contributions to your lump-sum Retirement Annuity or Flexible Recurring Retirement Annuity. This can help you get closer to achieving your retirement goals.
Maximising your retirement annuity with this offer
This offer is available from 19 October 2026 to 17 March 2027.
Speak to your financial adviser today to find out how you can take advantage of this offer and enhance your retirement planning.
The current offer will run from 19 October 2026 until 17 March 2027. The offer will only apply to existing business. Existing business includes all clients invested in either a lump-sum Retirement Annuity that qualifies for the boost (excluding Classic Plans), or a Flexible Recurring Retirement Annuity. We must receive all completed documents by 17 March 2027. The money must be received in our bank account by 19 March 2027. The portion of the total additional contributions that receive the higher boost is limited to 20% of the lump-sum fund value at the time that the client makes their first additional contribution during the offer period. For lump-sum Retirement Annuities, the current offer boost percentage only applies to additional contributions made at least six months after the inception date of your client's lump-sum Retirement Annuity.
For Flexible Recurring Retirement Annuities, the current offer only applies to additional contributions made six months after the client's first lump-sum contribution. The current offer will only apply to additional contributions made at least 10 years before the selected retirement date. Internal Section 14 transfers that are invested into the lump-sum Retirement Annuity or the Flexible Recurring Retirement Annuity as an additional contribution during the offer period will not qualify for this current offer boost. These include full or partial withdrawals from existing Pension or Provident Preserver Plans, lump-sum or recurring Retirement Annuities, or the Discovery Retirement Optimiser or any withdrawals from the savings component under the two-pot retirement system.