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Living Annuities
 
 
The etfSA Living Annuity is an investment-linked annuity policy underwritten by Prescient Life Limited. A living annuity pays you an income in retirement and is suitable for retirees who do not want to purchase a guaranteed life annuity or a with-profits annuity. 

The etfSA Living Annuity can be purchased with a retirement benefit, or, with a transfer from another living annuity. With a living annuity, you are able to choose how you would like your retirement benefit to be invested. You are also able to choose the level of income that you would like to draw from your living annuity.

Clients can choose to spread their investment across any number of the five fund options:

 
  • etfSA Wealth Protector Living Annuity Fund – CPI target return – low risk 
  • etfSA Wealth Conservator Living Annuity Fund – CPI+3% return target – low-medium risk 
  • etfSA Wealth Builder Living Annuity Fund – CPI+5% return target – medium risk
  • etfSA Wealth Enhancer Living Annuity Fund – CPI+7% return target – medium-high risk
  • etfSA Wealth Maximiser Living Annuity Fund – CPI+10% return target – high risk
 
Fact Sheets
June 2018
etfSA Wealth Protector LA Fund (CPI)   [183kb]
etfSA Wealth Conservator LA Fund (CPI+3%)   [281kb]
etfSA Wealth Builder LA Fund (CPI+5%)   [281kb]
etfSA Wealth Enhancer LA Fund (CPI+7%)   [282kb]
etfSA Wealth Maximiser LA Fund (CPI+10%)   [279kb]
 
Brochure
etfSA Living Annuity Brochure (v8) July 2018   [534kb]
 
Application Form
Application Form (v15) July 2018    [497kb]