Our current offers

Get even more value with our current offers

Our investment plans are designed to reward you for saving more, getting healthier and remaining invested for longer. Our current offers give you even more value with boosts to your investment and retirement savings.

You can get more income in retirement by enjoying maximum Vitality Health goal boosts

With the current offer on our Living Annuity, you can get up to 50% extra retirement income when you improve or maintain your Vitality status, reach your personalised Vitality health goals, and withdraw your retirement income responsibly.

How the offer works

You can automatically receive the maximum boost for reaching your Vitality health goals, based on your withdrawal level of income in retirement, for the first six months. After the six-month period, you will receive the Vitality health goal boost based on the actual Vitality health goals you meet. Get more income in retirement by taking advantage of this offer.

This offer is valid from 30 November 2018 to 30 September 2019.

You can get rewarded with a boost of up to 15% to your recurring contributions

Our Retirement Annuities give you more than conventional retirement plans because we also reward you for living well, to help you get the retirement you deserve. We have a current offer that rewards you with a boost of up to 15% when you make recurring contributions to your retirement annuity.

How the offer works

  • You will receive the maximum Contribution Boost percentage for the first three months of your investment, regardless of your engagement in our Vitality programmes. This boost is based on your term to retirement.
  • After the first three months, your boost will be based on your Vitality Health, Vitality Money and Vitality Drive statuses, as well as the number of Active Rewards goals you’ve reached for exercise, managing your money and driving well. You need an annual contribution increase of more than 0% to qualify for the Contribution Boost.

This offer is valid from 29 March 2019 to 30 September 2019.

Boost your retirement contributions by up to 15%

When you invest in the Discovery Retirement Optimiser, you can get more income in retirement through a benefit called the Life Plan Optimiser. This benefit allows you to convert your unused life cover into tax free income in retirement.

This offer is called the Contribution Boost, available on the Discovery Retirement Optimiser, which rewards you with maximum boosts to your recurring contributions. The Contribution Boost provides you with boosts up to 15% to your recurring contributions on the Discovery Retirement Optimiser.

This offer is valid from 29 March 2019 to 30 September 2019.

Contact your financial adviser to find out more about how you can take advantage of these offers.

1The minimum return of double the initial unit price is before the deduction of any Discovery administration fees, initial and ongoing financial adviser fees, withdrawal fees and taxes, where applicable.

The assets of the Discovery Retirement Annuity Fund are invested in a policy of insurance that is underwritten by Discovery Life Limited, the registered insurer: Registration number: 966/003901/06. An authorised financial service provider and registered credit provider, NCA Reg No. NCRCP3555.

All boosts are loyalty benefits and are offered through the insurer, Discovery Life Limited, and terms and conditions apply. The insurer reserves the right to review and change the qualifying requirements for boosts at any time, provided that, accrued benefits are not reduced. The contents of this document should not be seen as financial advice; for any advice-related matters 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.

Nothing contained herein should be construed as financial advice, for any advice related matters please contact your financial advisor. Discovery Life Investment Services Pty (Ltd): Registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life assurance 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. Product rules and Terms and Conditions Apply.

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