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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:
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- 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
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