Retirement planning

Securing your clients future

If your clients start saving for your future now, their retirement plans could have the time they need to flourish. They would also have a better chance of achieving the retirement they deserve.

If they wait too long, they may find the cost of securing a comfortable retirement becomes out of reach.

Your clients retirement planning is likely to involve building a portfolio of assets, such as pensions, savings and property investments, which could provide themwith capital and income to fund their retirement. As an expatriate, it is likely that their retirement planning will focus on growing assets outside South Africa and held in a strong currency.

They may be able to transfer their South African retirement savings out of the country before they reach retirement age and then continue to invest abroad in a tax advantaged way.

Making appropriate provision early on could mean your clients  take control of the age they finish working and help them maintain a high standard of living during their retirement.

The information provided here does not constitute investment advice or an offer to provide any product or service by Friends Provident International.

Please seek professional advice, taking into account your personal circumstances, before making investment decisions. We can accept no liability for loss of any kind incurred as a result of reliance on the information or opinions provided here.