Welcome to Anchor Capital

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For Financial Advisors

Retirement Fund Administration.

Comprehensive retirement product administration for your practice. From accumulation through to drawdown, with Anchor's investment capability underpinning every product.

Retirement solutions that work for advisors.

Retirement planning is central to most advisory practices, yet the administration can be time-consuming and operationally complex. Anchor's retirement fund administration service handles the full lifecycle: from initial account opening and contribution management through to drawdown structuring and estate settlement.

Each product is backed by Anchor's Reg-28 compliant fund range, giving your clients access to professionally managed, research-driven investment options within their retirement fund wrapper. The result is a seamless experience for both you and your clients.

Product Range

Accumulation Through Drawdown

Retirement Annuities

Tax-deductible contributions (up to the higher of R350,000 or 27.5% of taxable income), tax-free growth within the fund, and no executor fees on death. A core retirement savings vehicle for your clients.

Tax-deductible contributionsTax-free growthNo executor feesReg-28 compliant fund options

Pension Preservation

Enables clients to transfer from an employer pension fund without triggering tax penalties. One partial withdrawal is permitted before retirement, providing flexibility while maintaining the tax benefits of the retirement fund wrapper.

Tax-free transfer from employer fundOne partial withdrawal allowedPreserves retirement savingsMultiple fund options

Provident Preservation

The same preservation benefits as pension preservation, designed for members of provident funds. Clients can transfer their provident fund benefit and maintain the tax-advantaged structure.

Tax-free transfer from provident fundOne partial withdrawal allowedPreserves retirement savingsReg-28 compliant options

Living Annuities

Post-retirement income with investment control. Clients can draw between 2.5% and 17.5% annually, maintain control over the underlying investment portfolio, and preserve capital for legacy planning.

2.5% to 17.5% annual drawdownInvestment controlLegacy planningFlexible income management

Administration

Built for Advisor Practices

Streamlined Administration

Anchor handles the operational complexity of retirement fund administration, from account opening to annual tax certificates, freeing your practice to focus on advice.

Online Access and Reporting

Both advisors and clients have access to online portals for portfolio monitoring, transaction history, and performance reporting.

Multiple Platform Options

Retirement products are available across multiple platforms including BCI, providing flexibility to match your existing practice infrastructure.

Dedicated Support

A dedicated retirement fund administration team supports your practice with onboarding, queries, and ongoing client service.

The Anchor Advantage

Why administer through Anchor.

Investment capability. Your clients' retirement savings are managed by the same 30+ investment professionals who manage R306 billion in assets across the Anchor Group.

Reg-28 compliant fund options across the risk spectrum, from conservative income to growth-oriented multi-asset portfolios.

Operational efficiency. Anchor handles the administration, compliance, and reporting, reducing the operational burden on your practice.

Continuity across the lifecycle. From the first RA contribution through to living annuity drawdown, the investment relationship stays within the Anchor ecosystem.

Streamline Your Retirement Offering

Speak with our retirement solutions team about how Anchor can handle the administration while you focus on the advice.

Get in Touch

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