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Retirement Planning

Retirement planning is a two-fold process that involves pre-retirement and post-retirement planning. Pre-retirement planning relates to the accumulation of assets or wealth for retirement, while post-retirement planning relates to the utilisation of these assets within retirement. There are various classes or vehicles of investments that one can use in their planning process.



There are 2 major classes of Investments surrounding the topic of Retirement. Each class of Investment has different types of Investments under their umbrella:

 
Pre-
Retirement Investments

 
  1. Provident Funds
2. Pension Funds
3. Perservation Funds
4. Retirement Annuities
5. Other Investments
 
 
Post-
Retirement Investments
 
  1. Living Annuity
2. Life Annuity
3. Other Investments
 
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