Guide to SRS Approved Solutions

There are many things for a retiree or would-be retiree to consider, and certain things in financial planning for retirement can be simplified. One area of consideration, for those who contribute to SRS, is optimising the withdrawal.

There are many avenues out there which focus on investing the SRS contribution, but few put emphasis on the drawdown of the SRS account.

If you would like to understand which insurance income solutions can help you navigate the withdrawal process and put some structure, you can download this guide below to give you an idea of the plans are that SRS-friendly. You will find these features in the insurance income plans:

  • An income payout period of 10 years, in line with the SRS tax concession window
  • Guaranteed capital upon maturity
  • A minimum accumulation period of 5 years before payout; hence early planning and participation is key
  • Death benefit, which provides additional protection for dependents
  • Disability payout

To download fill up the form below and a download link will be sent to your email.

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