Living annuity

What transfers can a living annuity accept and make?

Transfers in: A living annuity may only accept transfers from another living annuity or from a retirement fund (pension, provident, pension preservation, provident preservation or a retirement annuity fund). It may not accept voluntary contributions. It is not possible to transfer a guaranteed annuity into a living annuity.

Transfers out: You may transfer your living annuity to another provider’s living annuity or to a guaranteed annuity.

Join 50,000+ smart investors
Subscribe to the Rands & Sense newsletter
Get valuable investment insights as well as access to webinars and podcasts on tax, retirement, and strategies to grow your wealth.

How can we 10X Your Future?

Begin your journey to a secure future with 10X Investments. Explore our range of retirement products designed to help you grow your wealth and achieve financial success.