Fedgroup
Income generation tailored to your needs

What is an Income Plan?

An income plan is a type of tax-efficient investment product offered by insurers and investment companies in South Africa. You invest a lump-sum amount and, in return, you get a regular income – usually paid monthly – for the duration of your investment term.

The Fedgroup Flex Income Plan is an innovative investment that has transformed the approach to investing for income. It is a five-year, low-volatility fixed-income investment with unparalleled flexibility to let you decide how much income you draw (within legislated limits) to manage your investment, while still making your money work for you.

With a range of unique features tailored to meet your individual needs, Fedgroup Flex Income Plan stands out as the ultimate solution if you are looking for enhanced income and access to a portion of the capital, if you need it. If you're a high earner looking for a tax-efficient income-generating investment or have more than R100 000 to invest, you might want to see what South Africa's premier income plan has to offer.

Speak to your financial advisor to dive into the details and see how this innovative income plan, combining an endowment and voluntary annuity, can fast-track your road to financial freedom.

And if you’d like to explore more options, this is just one of Fedgroup’s stable, income-generating investment offerings. View our full investment suite to find a product that suits your needs.

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Why choose Fedgroup’s Flex Income Plan?

Benefits of a Flex Income Plan

By leveraging our Life license and extensive expertise, we have structured our specialist underlying assets to develop an offering that helps you maximise the inherent benefits of an income plan. This five-year, low-volatility investment option assures a stable, fixed income, offering you peace of mind knowing your capital is safeguarded and your income secured, particularly during times of uncertainty.

Fedgroup Flex Income Plan combines the security of an endowment with the satisfaction of consistent returns offered by a voluntary annuity, revolutionised to incorporate flexibility like you’ve never seen before. Structure your investment in a way that suits your needs and your objectives, while enjoying tax advantages and total confidence, no matter what the future brings.

The Flex Income Plan is administered by Fedgroup Life Ltd. While this product is not structured as a guaranteed investment, it provides the same sense of security many investors value. Your capital is secure and you receive a fixed income for the duration of the term, giving you predictable outcomes with no surprises.

CTA: Not exactly what you were looking for? Explore our other investment options.

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How to invest in a Flex Income Plan

Investing in our Flex Income Plan is simple! Whether you want to speak to an advisor or contact our team, we’ve made it easier than ever to earn a fixed income from your investment.

Got questions? You’ve come to the right place!

FAQs – answered

We’ve answered some of the most frequently asked questions about the Flex Income Plan to help you invest with confidence!

Knowledge is power

Financial news and insights

Empower yourself with these educational and insightful articles about market trends, investment news, contributions from our thought leaders, and exciting announcements.

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