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The Transfer Pension Portfolio 

Protecting your benefits and expanding your investment choices

The pension and retirement landscape is constantly changing and, as a result, many find that their retirement planning, current and historic, no longer meets their needs.

The Transfer Pension Portfolio is aimed at existing investors whose benefits are held in a Section 32* and other types of deferred annuity contracts or have a company pension scheme that is being wound up, and are looking for the potential of increasing their investment and retirement options without loss of valuable benefits such as protected tax free cash and/or a protected pension age.

*If you are unsure as to whether you have one of these contracts you should speak to your financial adviser.


Expanding your investment horizons

When it comes to investment options, the Transfer Pension Portfolio sits you firmly in the driving seat, giving you real control over how and where your money is invested.

Whereas many of the traditional retirement plans that the Transfer Pension Portfolio seeks to replace offer only limited investment opportunities, here you will have access to a wide and varied range of options. What’s more, your choices can also be modified as your investment needs change, thereby ensuring that your retirement plan remains bespoke to your particular requirements.


Some things to consider

Our Transfer Pension Portfolio is not suitable for all investors. You should not consider transferring any existing benefits into this product if you do not fully understand the consequences of doing so. With this in mind, you should always seek advice from an appropriately qualified financial adviser. 

Please Remember...

Past performance is no guarantee to future performance. The value of investments can fall as well as rise and you may not get back the amount originally invested.

Sanlam Investment and Pension’s products are designed to enable clients to invest through a range of options. These options are primarily linked to stock-market performance and are not guaranteed. Please note that past performance is no guarantee to future performance. Capital is at risk and the investment return may be less than the amount originally invested.

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.