FundsAtWork Umbrella Funds
The FundsAtWork Umbrella Pension Fund and FundsAtWork Umbrella Provident Fund are comprehensive retirement and group insurance solutions to help you take care of your employees' financial needs pre-and post-retirement. As one of the largest employee benefits providers in South Africa, our award-winning Umbrella Funds provide:
- Retirement fund savings and investments - to help employees reach their retirement goals.
- Group Insurance - provides financial security with group life, funeral and disability insurance for employees when life-changing events happen.
FundsAtWork resources
For flexible Umbrella Fund options, we’ve got you covered
As an employer, you choose the initial product option(s) and contribution rate(s), and employees then have the freedom to move to another product option and/or adjust their contributions depending on the initial
product option.
FundsAtWork Founder
Cost-effective product option with limited investment flexibility and provides basic insurance needs.
- Limited investment flexibility.
- Limited group insurance flexibility.
FundsAtWork Provider
A product option that offers more investment flexibility if you and your employees have more complex needs.
- Limited range of investment portfolios.
- Wide range of insurance benefits and members can use FlexiCovers.
FundsAtWork Entrepreneur
A more advanced product option if you and your employees have very distinct or individual needs.
- Wide range of investment portfolios.
- Wide range of insurance benefits and members can use FlexiCovers.
FundsAtWork building blocks
You and your employees have unique and ever-changing needs. Our solutions and services are designed to support these specific needs which inspired the 3 building blocks of FundsAtWork.
Award-winning
support services
You and your employees have access to multiple communication channels and client engagement tools to interact with us.
Smart Solutions
Our Smart Solutions offer you and your employees a variety of user-friendly
digital tools.
- Smart Exits creates awareness about the importance of preserving their retirement savings. Smart Retirements educates employees on the various annuity options.
- Smart Underwriting digitises the underwriting process in a fully secure and private space. A verifiable technology-based solution.
- Smart Claims simplifies death and funeral claims at a time when members or their families are emotionally vulnerable and value simplicity and speed.
Wellness Care Centre
Our Wellness Care Centre is a market-leading rehabilitation and disability management centre. You will have your own dedicated personal care manager that will walk this journey with you.
Protection for your employees on their life journey
Our flexible group insurance benefits help to minimise the financial impact of unexpected, life-changing events.
Employee Assistance Programme
Provides 24-hour support, 365 days a year, to employees and their families during traumatic life events.
Children's Education Benefit
When a member dies, their children will get financial assistance for their education.
FundsAtWork Family Protector
Pays a funeral and education benefit and Momentum Health premiums if your employee passes away.
Group disability insurance
An income disability benefit that reduces inequality between income groups and provides access to our Wellness Care Centre.
Funeral assistance service
Assists employees and their families with guidance and support when they need it most.
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Other Momentum Corporate employee benefits
Investments
Our range of corporate investment portfolios can be tailored to suit your employees’ or members’ retirement goals and investment needs.
Healthcare for
Corporates
Flexible group medical aid solutions for employees, and employee wellness programmes.
Group
Insurance
Reduce the financial impact of unexpected life-changing events for your employees with group life, funeral, disability and critical illness cover. You can choose the benefits to suit your employees’ needs and protect them financially.
Momentum Retirement
Administrators
We provide flexible retirement fund administration services that can be customised for standalone retirement funds.
Contact FundsAtWork
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