Our investment plans are designed to reward you for saving more, getting healthier and remaining invested for longer. Our current offers give you even more value with boosts to your investment and retirement savings.
Get a boost of up to 30% to your retirement savings when you make an additional contribution
If you are receiving a bonus or a tax refund, you might be tempted to splurge a little. But the luxury of having extra money gives you the opportunity to boost your retirement savings to ensure you get the retirement you deserve. We reward you for making smart financial choices and investing extra money that you may have.
There is a current offer on the Enhanced Savings Integrator benefit that boosts your retirement savings when you make an additional contribution to your lump-sum Core Retirement Plan. You can get a boost of up to 25%. If you are a Purple client, you can get a boost of up to 30%. This offer is valid until
28 February 2019.
You can receive up to 30% extra on your investment
Our local lump-sum Endowment plans are medium-term investments that help you grow your wealth with boosts to your investment. If you invest in this plan before 23 November 2018, you can enjoy added value with our current offer boosts of up to 30% extra on your initial lump-sum investment amount.
If you integrate your local lump-sum Endowment plan with a Discovery Life Plan, you can get up to 30% extra on your investment. The size of the boost depends on your Discovery Life Plan premium. If you invest in just a local lump-sum Endowment plan, you can get 20% extra on your investment.
Contact your financial adviser to find out more about how you can take advantage of these offers.
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