Savings & Investments – Retirement Planning
Can your retirement income pay for your lifestyle needs? Retirement shouldn’t stop you from affording the things you love.
Introducing AXA Retire Happy – the first of its kind that manages inflation with increasing retirement income. It offers overall attractive guaranteed returns of up to 2.75% p.a. and a longevity benefit at the end of your last policy year to help you get even more out of your retirement. A highly flexible plan with various premium and income payment options, Retire Happy can also help you to fund your children’s education and other expenses. The plan is also available for SRS investment and offers coverage for death and terminal illness.
Cushion Against Inflation
You have an option to increase your guaranteed retirement income at 3.5% p.a. to cushion the effects of inflation.
Retirement savings requires certainty. Receive a guaranteed stream of income from your selected retirement age to pay for your retirement expenses.
Flexibility in Retirement Planning
Customise your retirement plan with a variety of payment options and retirement ages to suit your needs:
- 8 selected retirement ages
- 6 premium payment options
- 4 retirement income types
Provision for Longevity
At the end of the policy term, AXA offers you a Longevity Benefit lump sum for you to enjoy your sunset years.
Protection from Critical Illness and Disability
With the option to purchase a waiver of premium rider, your retirement goals will be unaffected by the onset of disability or critical illness.
No medical questions or examination is required. All applications will be accepted.
BEFORE YOU APPLY
- Retire Happy Brochure (English) (PDF / 3.8 MB)
- Retire Happy Brochure (Chinese) ) (PDF / 3.2 MB)
- Giro Form (PDF / 229 KB)
- Health Declaration Form (PDF / 598 KB)
- Absolute Assignment Form (PDF / 300 KB)
- Form 1 Trust Nomination (PDF / 291 KB)
- Form 2 Revocation of Trust Nomination (PDF / 94 KB)
- Form 4 Revocable Nomination (LI) (PDF / 238 KB)
- Form 5 Revocation of Revocable Nomination (PDF / 89 KB)
- Request for Partial or Full Withdrawal and Policy Surrender (PDF / 318 KB)
Apply for Retire Happy or submit your enquiries:
To apply for our product, please fill up this form and we will contact you as soon as possible.
For general enquiries, please click here. For claim enquiries, please click here.
Alternatively, you can call us at:
1800 880 4888 (Within Singapore)
(+65) 6880 4888 (International)
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This insurance plan is underwritten by AXA Insurance Pte Ltd. The information featured in this website is published for general information only and is not a contract of insurance. The precise terms and conditions of the plan are specified in the policy contract. A product summary for the insurance plan is available and may be obtained from AXA Insurance Pte Ltd and the participating distributors' offices. You should read the product summary before deciding whether to purchase the plan.
The insurance plan featured in this website does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person. You may wish to seek advice from a financial consultant before making a commitment to purchase the plan. In the event that you choose not to seek advice from a financial consultant, you should consider whether the plan in question is suitable for you. Buying an insurance plan is a long-term commitment. An early termination of the plan usually involves high costs and the surrender value may be less than total premiums paid.
The insurance plans featured in this website may be protected under the Policy Owners' Protection Scheme, which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for such plans are automatic and no further action is required from you should you buy the plan. For more information on the types of benefits that are covered under the Policy Owners' Protection Scheme as well as the limits of coverage, where applicable, please visit the AXA website at www.axa.com.sg or visit the LIA, GIA or SDIC websites (www.lia.org.sg, www.gia.org.sg or www.sdic.org.sg) for a copy of the SDIC Guide on PPF Scheme.