You could make back the recent market downturn with our current offers

Following the recent market downturns, many investors have seen a significant decrease in their retirement investments, causing many investors’ pre-retirement savings or post-retirement income to decrease.

However, our investment plans are designed to reward your healthy investment behaviours with boosted investment returns.

Through our boosts and current offers, you could effectively make back the recent market downturn. These current offers are valid until 30 June 2020.

Protect your retirement savings before retirement

Get a boost of up to 29% on your Retirement Annuity of Preserver Plan

With our Retirement Annuities and Preserver Plans, you can get an Investment Boost of up to 20% for investing longer, investing more and living well. With our current offer, you can get rewarded with an extra boost of up to 9%, giving you a total upfront boost of up to 29% to your retirement savings.

Details of the offer

When you invest in one of our lump-sum Retirement Annuities or Preserver Plans, you get an extra boost of up to 9%. This extra boost pays out five years after the standard boost.

Contact your financial adviser for more information about these offers.

Turn your unused life cover into extra retirement savings

With the Discovery Retirement Optimiser, you can convert your unused life cover from your Discovery Life Plan into tax-free income in retirement, through a benefit called the Life Plan Optimiser. With our current offer you can get even more value to protect your retirement savings.

Details of the offer

If you invest in a Discovery Retirement Optimiser, you can get up to 24 months of extra retirement contributions allocated to your Life Plan Optimiser, upfront.

Contact your financial adviser for more information about these offers.

Get a boost on your retirement income

Our Living Annuity is designed to reward you for healthy financial and physical behaviour with an Income Boost. You can get a boost of up to 30% for withdrawing wisely and reaching your Vitality statuses, and up to another 20% for achieving your Vitality health goals.

Details of the offer

With our current offer, you will get the maximum income boost for Vitality health goals automatically, depending on your level of withdrawal, for the first six months.

This will help keep your retirement savings on track. Even after markets rebound and stabilise, you will still benefit from a higher income at the same withdrawal, meaning your retirement savings will last longer during your retirement.

Contact your financial adviser for more information about these offers.

 

This document is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life insurance products are underwritten by Discovery Life Ltd, registration number: 1966/003901/06, an authorised financial service provider and registered credit provider, NCA Reg No NCRCP3555. All boosts are offered through the insurer, Discovery Life Limited. The insurer reserves the right to review and change the qualifying requirements for boosts at any time. Product Rules and Terms and Conditions Apply.

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