RETIREMENT

Plan, manage and secure your financial wellbeing with a unit trust-linked retirement plan. Hobbiton Unit Trusts has developed a portfolio of unit trust-linked retirement product that offer you a seamless way to plan, manage and secure your future financial wellbeing. Our product is affordable and transparent, with no hidden fees.

You have the ability to tailor a market-linked investment portfolio designed to meet your specific needs, and the flexibility to switch between unit trusts as your needs and time horizon change. For retirement planning, the earliest time the client can withdraw is when you turn 50.

The client is at liberty to choose from a spectrum of funds on offer such as the Hobbiton Debt Fund, Hobbiton Equity Fund ,Hobbiton Balanced Fund and Hobbiton Government Securities Fund to design their retirement plan. You want to grow your retirement capital, The Hobbiton Unit Trusts Retirement Plan is one of the most affordable retirement annuities in Zambia: you only pay for the unit trusts you choose; there are no additional fees and charges; and you can easily start investing online, via DDACC, cash or mobile money.

Features and Benefits

BRANCHES:

LUSAKA BRANCH
Plot Number: 13 Nchenja Road, Northmead, Lusaka.
Phone Number: +260 956 529 966 / +260 211 232 877
Email: invest@hobbiton
Branch Manager
Name: George Kasongole
Email: george.kasongole@hobbiton.co.zm
Phone Number: +260979953205
LIVINGSTONE BRANCH
Plot Number: Stanley House Stand Number 2602 Mosi Oa Tunya Road, Livingstone.
Phone Number: +260 968 222 532/ +260 979 972793
Email: invest@hobbiton
Branch Manager
Name: Susan Mwiya
Email: invest@hobbiton.co.zm
Phone Number: +260 979 972793
MONGU BRANCH
Plot Number: Nassar Complex Office No 15, Lusaka Road Mongu.
Phone Number: +260 978 000 188 / +260 978 174 479
Email: invest@hobbiton.co.zm
Branch Manager
Name: Liswaniso Sumbwanyambe
Email: liswaniso@hobbiton.co.zm
Phone Number: +260 978 000 188