Investment platforms
Liberty
Liberty is listed on WiT Money where a published comparison uses this name. The products sit in these directories: Investment platforms.
Visit Liberty (opens in a new tab)About Liberty
Liberty is listed on WiT Money where a published comparison uses this name. The products sit in these directories: Investment platforms.
The linked comparisons are Retirement annuities, Preservation funds, Retirement planning.
No legal name is shown, because the sources used for this profile did not give one that has been re-checked.
A profile is not an endorsement, a rating or a promise that a product is suitable. Registration of a firm does not set the terms of a particular account, policy or investment, and it does not mean the product is free from loss.
Products and services on WiT Money
These are the published WiT Money records for this name. A company in a large group is not assumed to offer every product sold under a similar brand.
Retirement annuities
Liberty — Retirement Annuity
Tax-advantaged pre-retirement contributions; two-pot treatment applies subject to fund/member circumstances
Get current EAC, underlying fund TER/TC and adviser/platform fees
View the comparison
Preservation funds
Liberty — Preservation Fund
Preserves transferred employer pension/provident savings; fund type matters
Get current EAC, platform, fund and adviser charges
View the comparison
Retirement planning
Liberty — Retirement Planning / Advice
Retirement planning and/or advice, not automatically a distinct investment product
Advice fee and ongoing service agreement: request disclosure
View the comparison
Published product details
- Tax-advantaged pre-retirement contributions; two-pot treatment applies subject to fund/member circumstances
- Preserves transferred employer pension/provident savings; fund type matters
- Retirement planning and/or advice, not automatically a distinct investment product
Advantages and considerations
These points come from individual product records. They are not a general review of the company.
Recorded strengths
- Liberty — Retirement Annuity. Established retirement fund structures
- Liberty — Retirement Annuity. advice channels
- Liberty — Preservation Fund. Established retirement fund structures
- Liberty — Preservation Fund. advice channels
- Liberty — Retirement Planning / Advice. Established retirement fund structures
- Liberty — Retirement Planning / Advice. advice channels
Recorded limits
- Liberty — Retirement Annuity. Current living annuity offering not independently verified here
- Liberty — Retirement Annuity. fee detail missing
- Liberty — Preservation Fund. Current living annuity offering not independently verified here
- Liberty — Preservation Fund. fee detail missing
- Liberty — Retirement Planning / Advice. Current living annuity offering not independently verified here
- Liberty — Retirement Planning / Advice. fee detail missing
Fees and costs
- Get current EAC, underlying fund TER/TC and adviser/platform fees
- Get current EAC, platform, fund and adviser charges
- Advice fee and ongoing service agreement: request disclosure
A missing fee is not shown as R0. Where no figure is published, the price has to come from the provider.
Regulatory information
- Verify FSCA legal entity/fund registration
- WiT Money has not marked this provider as regulated. Check the register that applies to the product before you deal with the firm.
An authorisation, where one exists, is for particular activities. It is not an endorsement by the regulator, and it does not mean a product is suitable.
Compare Liberty on WiT Money
Sources and how this profile was reviewed
Research dates on the underlying records run to 28 October 2026. Rebuilding this page did not re-check every register entry.