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Invest for Retirement

When you retire, your dreams don’t have to

Plan for the retirement you deserve. Place your investment in a retirement vehicle or pension fund designed with your future needs in mind.

Choose the right retirement vehicle

It’s important to have the right retirement or pension fund to realise your investment goals. But knowing which fund will best suit your needs can be difficult. With three broad mandates: high, medium and low equity, we can structure a plan that will suit your investment needs and risk tolerance.

A global investment process

Investec is one of the few truly global investment houses in South Africa. We combine a rigorous global investment strategy process that draws on our expertise in the UK, South Africa, Ireland and Switzerland with the asset allocation and stock selection skills of our experienced portfolio management and research teams.

The right product at the right stage

Our pre-retirement products, including retirement annuities, corporate-aided pension and provident funds, as well as preservation funds, are designed to preserve accumulated retirement benefits throughout your career. In the post-retirement space, we offer living annuities which will help make your retirement savings last.

Our retirement services are right for you if:

You want to put a minimum of R1 million into retirement

You want a choice of mandates that include high, medium and low equity

You want global expertise to work for you

Start your wealth journey with us

Partner with our dedicated team to make smart choices for your wealth.

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Balanced portfolios to meet your needs

The stage of life that you are in plays an important role in deciding where you want to invest your retirement premiums. We offer balanced portfolios, which adhere to the principles and guidelines set out in Regulation 28 of the Pension Fund Act:

Retirement Portfolio

Retirement High Equity Portfolio
Retirement Medium Equity Portfolio
Retirement Low Equity Portfolio

Global Investment Process

Leveraging off our international network

We ensure your investments benefit from a global perspective and experience across all markets.

Learn more >

Local knowledge, international expertise

We have operations in 14 countries. This gives you access to local and offshore markets. Whether you want to grow or preserve your wealth, you will benefit from international, multi-faceted, in-depth global investment processes, as well as comfort in scale, augmented by our global reach and continuous growth.

Investec One Place

One Place™

Seamless integration of local and international banking and investing. All in One Place™

Enjoy One Place™ with this local and international offering

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Portfolio management

Whether you are looking to grow your wealth or generate income, our expertise can help you realise your investment goals.

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Invest offshore

In an uncertain and often volatile world, global diversification should be a mandatory for the modern investor.

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Manage my investments for me

Turn your investment goals into reality with advice, insights and services backed by a truly global investment approach and expertise.

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Property finance

A comprehensive range of integrated property funding solutions across all property sectors in South Africa and within selected geographies.

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Foreign exchange

If you want to invest internationally, make payments overseas, receive money from offshore or you need some foreign currency to travel.

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Private capital

We provide established entrepreneurs, business founders and high net worth individuals with private capital solutions, transaction ideas and access to Investec’s networks.

Internationally recognised for investment excellence

Best wealth manager award

Ranked #1 by the Financial Times of London as the Best Private Bank and Wealth Manager.

Euromoney award

Ranked #1 by Euromoney in the Private Bank and Wealth Management Survey