Retirement saving solutions for your staff

Attracting and retaining staff is a key challenge for most employers and offering a retirement savings solution is an essential part of any employer's value proposition.

Let us help you and your employees get the best chance of achieving a comfortable retirement.

Choose an option that best suits your needs:

The Allan Gray Umbrella Retirement Fund

The Allan Gray Umbrella Retirement Fund allows multiple employers to use a single structure to help their employees save for retirement. The Fund provides the structure and tax benefits, while the investment return comes from the underlying investment portfolios.

Consider this if you:

  • Require a limited range of investment portfolios at competitive prices
  • Would like to set up a retirement scheme that your employees can join as a condition of employment
  • Would like your employees to have the option of accessing their investment when they change jobs

 

Allan Gray Group Retirement Annuity

The Allan Gray Group Retirement Annuity enables employers to make a retirement savings solution available to their staff based on individual membership of the Allan Gray Retirement Annuity Fund, with the benefits of group-based administration.

Consider this if you:

  • Require a wide range of unit trusts at prices applicable to other Allan Gray products
  • Would like to offer your employees a flexible retirement savings solution that they own in their name
  • Would like your employees to only be able to access their investment when they retire after the age of 55

 

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.