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Retirement Annuity Savings

Start your retirement planning today with our savings plan.

What is the Retirement Annuity Plan?

The Retirement Annuity Plan makes retirement planning as simple and stress-free as possible.

It can be used as a stand-alone retirement savings plan or can be taken in addition to pension savings from your employment.

We’ve removed the fuss so you can focus on the future.

Start saving today.

Features and benefits

  • Pay less tax – with tax-deductible contributions
  • Enjoy tax benefits too – a retirement annuity is exempt from Capital Gains Tax, Interest Income tax, and Dividend taxes
  • Experience more flexibility – start and stop contributing whenever you want, with no penalties
  • Retirement planning created by you – choose from a range of carefully selected Unit Trust funds
  • No unexpected fees – exempt from estate duty and executor’s fees
  • Choose how you want to retire – up to one-third of your retirement savings can be taken as a cash sum, with the other two-thirds invested to pay you an income while you kick back and relax in retirement.

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Important information

Be on your way to a financially sound future with retirement planning from as little as R500 per month or a R50 000 lump sum.

The below fees are VAT exclusive:

  • Initial admin fee – 0%
  • Initial/annual portfolio management fees
  • Initial financial advisor fee – maximum fee of 3% excluding VAT
  • Annual financial advisor fee – maximum fee of 1% excluding VAT
  • An annual administration fee charged on your Hollard Retirement Annuity Plan is based on the value of your investment.

Annual Administration Fee

A fee is charged on the value of your Investment Account as follows:

Investment Value

Annual Admin Fee if fully invested in 3rd Party Manager Funds – Weighted Fee (Excl. VAT)

Annual Admin Fee if fully invested in Hollard Prime Unit Trust Funds – Flat Fee (Excl. VAT)*

From R0.0 to R1 million 0,45% 0,25%
Next R500 000 0,4%
Next R500 000 0,35%
Thereafter 0,25%

*Should you not be fully invested in Hollard Prime Unit Trust Funds within the Investment Account, the annual administration fee will be calculated proportionally using the two fee scales provided in the table above for the respective portfolios

Frequently Asked Questions

Forms and Documents

How to submit a form to us:

  • Select a form from the list below (all are in PDF format).
  • Print and complete the form.
  • Attach all required documentation, including FICA documentation (for new investment application).
  • E-mail or fax the completed form to: 
    customercare@hollardinvestments.co.za or
    Fax: +27 11 351 3816


Contact Details


Investment Enquiries

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We will get back to you as soon as possible.

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