Collective Insight October 2016 (3).pdf


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ALEXANDER FORBES

UMBRELLA FUNDS
Get a living annuity in our in-fund solution.
It’s cost effective and simple.
INVESTMENT

R1 000 000*

LIVING ANNUITY
from another fund

R3 750
income per month

in the fund

R4 167
income per month

R417

extra income per month

YOU DO LIFE

WE’LL MAKE IT COUNT

*This scenario is for the Alexander Forbes Retirement Fund In-fund living annuity solution. Figures provided are for illustrative
purposes only and based on the following: retirement age of 60 years, drawdown starting at 4.5% and increasing by inflation for
17 years, inflationary income adjustments of 6%. Advice fees are included for the in-fund living annuity at 1% initial and 0.75%
per annum on-going; external living annuity at 1.5% initial and 1% per annum on-going.

Visit www.alexanderforbes.co.za/umbrella-funds or call 0860 100 983 and start saving today.

Terms and conditions apply.
Alexander Forbes Life is a licensed financial services provider (FSP 1178).
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