Protect and Preserve Your Retirement Savings When Changing Employers.
Transfer your pension or provident fund into a regulated structure without triggering unnecessary tax, while keeping your retirement capital invested.
compliant .
structure.
Risk Profile.
A Structured Way to Maintain Retirement Continuity.
When you leave an employer, you may choose to withdraw your retirement savings — or preserve them.
A Pension or Preservation Fund allows you to transfer your retirement savings into a regulated structure without triggering immediate tax.
This means:
Your capital remains invested
You avoid the tax that would apply to early withdrawal.
Your retirement plan stays intact
Funds are invested within Regulation 28 guidelines, which are designed to manage risk and diversification.
Your investment is:
In your own name
Governed by retirement fund legislation
Fully transparent
Managed according to your long-term retirement objectives
The Foundations of a Pension & Preservation Funds.
Tax Efficiency
Transfer
Retirement savings can be transferred without triggering tax that would apply to early withdrawal.
Continued
Investment Growth
Your capital remains invested and aligned to your retirement strategy.
Regulation 28
Compliance
Portfolios are structured within legal limits designed to manage concentration risk.
Structured
Withdrawal Rules
Withdrawal rules are governed by legislation and encourage long-term retirement preservation.
This solution is suited to investors committed to maintaining long-term retirement security during career transitions.
Designed to preserve retirement capital and maintain investment continuity within a regulated structure.
The portfolio aims to keep your savings aligned to your retirement timeline while managing risk under Regulation 28 guidelines.