Savings & Investments – Retirement Planning
AXA Retire Happy Plus
AXA Retire Happy Plus is a highly flexible savings plan with various premium term and income payout options designed to supplement your retirement funds, children’s education and any other specific saving goals you may have.
From your selected retirement age, you can expect to receive a stream of guaranteed cash benefit payouts and total payouts of up to 4.79% along with an annual non-guaranteed cash benefits. AXA Retire Happy Plus also manage inflation with increasing guaranteed retirement income at 3.5% p.a.
Upon diagnosis of total and permanent disability, there will be an additional benefit payable to help finance your daily living expenses while AXA Retire Happy Plus plan stay inforce. This plan is also available for cash and SRS investment.
Capital Guaranteed at Selected Retirement Age
You can receive 100% of your premiums upon your Selected Retirement Age.
Retirement savings requires certainty. Receive a stream of guaranteed income from your selected retirement age to fund for your retirement lifestyle.
Flexibility in Retirement Planning
Premium Payment Options:
Single, 5, 10, 15, 20, 25 years
Age 50, 55, 60, 61, 62, 63, 64, 65, 70
Level or Inflated (at 3.5% p.a)
15 years, 20 years or Lifetime
Cushion Against Inflation
You have an option to increase your guaranteed retirement income at 3.5% p.a. to cushion the effects of inflation.
Eliminate Disruption to Your Savings Plan
Enhance your plan with a waiver of premium rider and your retirement goals will stay unaffected even with the onset of disability, critical illness or involuntary loss of income.
No medical questions or examination is required. All applications for the basic plan will be accepted.
BEFORE YOU APPLY
- AXA Retire Happy Plus Brochure (PDF / 428 KB)
- Giro Form (PDF / 99 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)
- CRS Tax Residency Self-Certification Form (PDF / 198 KB)
Apply for AXA Retire Happy Plus 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.