Take investing into your own hands with your FNB Retirement Annuity, which allows you to save towards your retirement goals through a range of unit trust fund solutions.
We've made it quick and easy for you to register and open an account.
Once you've accessed your Retirement Annuity via Invest, maintain it easily on the FNB App.
It is important to understand all the risks associated with trading and investing and what risk mitigating tools are available to you.
Handy contact numbers and guidelines to get in touch with us.
We've made it quick and easy for you to register and open an account.
Option 1:
Option 2:
Based on your individual financial goals, our team of financial specialists can help you plan for your financial future. Contact our team of specialists on 087 346 8378 or email financial_advisory@fnb.co.za.
Option 3:
To kickstart your retirement annuity transfer, simply send an email to fnbwitransfersupport@fnb.co.za requesting a transfer. Please attach your current Retirement Annuity statement (from your existing provider) and a copy of your identity document. Our dedicated transfer support team will contact you within 24 hours and provide you with further assistance.
Once you've accessed your Retirement Annuity via Invest, maintain it easily on the FNB App. Each function is explained below.
Things you can do:
Accessing your tax certificates
Tax certificates will be made available annually. You can download your tax certificates each year before you complete your tax return. Log on to FNB Online Banking > My Bank Accounts > My Accounts Menu > Statements > Tax Certificates.
Closing your account
In terms of current legislation, you may only retire from the age of 55 or later. Should you no longer wish to contribute to the retirement annuity, you make the investment paid up or withdraw the proceeds subject to tax (only applicable if the value is below R15 000).
Transferring your FNB Retirement Annuity to another provider
Email your written request to transfer and a copy of the other provider's completed and signed application form to fnbwitransfersupport@fnb.co.za. Our transfer support team will contact you within 24 hrs and provide you with further assistance in this regard.
It is important to understand all the risks associated with trading and investing and what risk mitigating tools are available to you.
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Here are a few important contact numbers and methods to get in touch with us.
Queries
Contact us on 087 346 8378 (INVEST).
Complaints
Log your complaint via the FNB App > Information > Have your say or via FNB Online Banking > Contact Us +Tools > Contact Us
