FundsAtWork Investments and Savings
FundsAtWork helps to take care of your employees’ financial goals pre and post-retirement. Our investment philosophy optimises the probability of employees reaching their retirement savings goals.
- We offer a wide range of investment portfolios to choose from.
- Help your employees stay invested for maximum returns.
- Choice of annuity options at retirement.
Types of investment portfolios
The investment portfolios available in each product option are carefully selected and are Regulation 28 compliant. The main purpose of Regulation 28 of the Pension Fund Act is to protect your employees’ retirement savings by limiting the maximum exposure to more risky asset classes.
Employees also have the option to switch to investment portfolios of their choice, except for the FundsAtWork Core option.
Learn more about the list of available investment portfolios and the fund fact sheets.
Investment flexibility
Employees on Founder, Provider or Entrepreneur have the option to switch to investment portfolios of their choice. Core members' contributions are invested in an investment portfolio, and have no option to switch.
Annuities
Your employees want to feel secure knowing they have a regular income during retirement. We offer the full range of annuity solutions which can meet their different needs and requirements.
Preservation
Many more South Africans will be able to retire financially independent or maintain their standard of living if they preserve their retirement savings when changing jobs. We help members to increase their probability of retiring comfortably with the Momentum Corporate Preservation Fund.
Our Smart Solutions guide employees to financial success
Encourage employees to
preserve their retirement
savings when they resign
When an employee resigns, they can see the current value of their retirement savings and how much will be available at retirement if they preserve their money. They will also see how much tax they will pay if they take their retirement savings in cash. This way they become empowered to make better decisions and keep their savings invested.
A user-friendly platform to
help your employees
understand their options at
retirement
It educates employees on the various annuity options available when they retire, and gives them the opportunity to see the impact of different decisions on their retirement. It’s aligned to the Fund's annuity strategy and supported by our Smart Counsel services.
An innovative service
designed to encourage
choices that improve your
employees’ financial goals
Employees have access to a professional benefit counselling service to ensure they have the right information, at the right time, so that they can make the right decisions for their personal financial situation.
Want to know more?
FundsAtWork resources
Contact FundsAtWork
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