RETIREMENT FUND SOLUTIONS
LIFE-STAGE INVESTMENT PORTFOLIOS WITH PROVEN RETURNS
Agility Retirement Fund Solutions offers tailored life-stage investment portfolios based on varying risk and asset class allocations within an Umbrella Provident Fund or Umbrella Pension Fund. Investors are offered a wide range of well-diversified, globally balanced portfolios while ensuring that your risk profile remains well-managed.
WHY YOU NEED IT
Proven and consistent returns
Low asset management fees
Passive and active investment approaches
Solid and trusted administration principles
Time-tested investment philosophy and approach
FEATURES AND VALUE ADDS
R228 BILLION IN ASSETS
Managed and administered by solution partner
SELF FUND YOUR RETIREMENT WITH AGILITY REWARDS PLATINUM
Because our solution and its various components are fully integrated, your employees can save towards their retirement by simply living a healthy and balanced life. The Agility Rewards Platinum programme pays out significant cash-back rewards for exercising, learning, traveling and other leisure activities. Your staff can then choose to allocate some, or all, of their cash-back rewards to the Agility Retirement Fund. The long-term return on investment is impressive, particularly considering that the contributions are earned, and not funded by the employer or employee.
Member earns R18 000 in cash-back rewards from Agility Rewards Platinum
Allocates full amount to her Agility Retirement Fund Solutions portfolio