Sanlam Section 32
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The Transfer Pension Portfolio – a Section 32 with more teeth
Our Transfer Pension Portfolio allows someone with an existing Section 32, another type of deferred annuity contract such as an assigned policy, or benefits in an occupational pension scheme that is winding up, to transfer their funds to a pension plan with better scope, range and choice for more favourable investments. And, as you’ll discover, our Transfer Pension Portfolio has a lot more bite than the rest.
Why ours is better
It is possible for your clients to retain their protected tax free cash sum and/or a protected pension age, on transfer, subject to certain conditions being met. But with our Transfer Pension Portfolio they also get the added bonus of having access to a self-invested fund which can be managed by a Discretionary Investment Manager, so their investment is continually being looked after and optimised. Alternatively, a client can manage their own fund based on your investment advice.
This is just a glimpse of the benefits. If you visit our website via the links below, there’s the opportunity to find out more about why our way is simply the better option for your clients.
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