Aurora Protea International Pension and Savings Plans
Aurora Protea International Pension & Savings Plan is designed for individuals seeking a secure and flexible way to save for the future. Tailored to the needs of the South African market, the plan combines dedicated pension and savings options within a single structure, helping members build long-term wealth while retaining flexibility for changing circumstances.
Available to individuals who are not resident in Guernsey or Jersey, the plan provides access to a wide range of investment opportunities, protection against further Rand depreciation through international diversification, and flexible options for accessing retirement and savings benefits.
Designed as a tax-efficient structure under Guernsey legislation, Aurora Protea supports both wealth accumulation and long-term financial planning.
Protecting and growing your wealth internationally
Whether you're building retirement savings, creating long-term wealth or planning for future generations, Aurora Protea is designed to support your changing needs and objectives.
The plan can generally accept transfers from international pension, savings and trust arrangements, alongside both regular contributions and lump-sum investments.
This flexibility allows members to build and consolidate wealth within a single structure designed for long-term financial planning.
Aurora Protea provides access to a broad range of marketable securities and investment solutions, including discretionary managed portfolios, custody platforms, offshore investment structures and selected alternative investments.
Members can structure their investments in a way that reflects their personal objectives, risk appetite and long-term wealth planning goals.
The plan has been designed to provide an efficient structure for South African residents looking to invest internationally.
Whilst assets may accumulate free from Guernsey taxation and benefits may be paid without the deduction of Guernsey income tax, local taxation and exchange control rules should always be considered. Independent tax advice should be sought before joining the plan.
Key benefits
Aurora Protea combines retirement planning, wealth preservation and international diversification within a single flexible structure.
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