FundsAtWork Umbrella Funds
Our award-winning FundsAtWork Umbrella Funds are a trusted choice for South Africa’s workforce. FundsAtWork offers comprehensive retirement and group insurance solutions as well as value-added services. Designed to support employees’ financial wellbeing for retirement, FundsAtWork provides a solution that meets clients’ needs - whether the priority is a cost-effective solution or a more sophisticated one with extensive investment flexibility.
Life isn’t always smooth sailing. From the unexpected “oh no” moments to the milestones employers and employees want to celebrate, they need benefits that show up when it matters.
FundsAtWork resources
Umbrella Fund
As an employer, you choose the initial solution, contribution rates, investment portfolios and insurance benefits. Employees can then make changes over time to suit their individual needs. FundsAtWork gives you the freedom to tailor benefits that work for your business and your people.
FundsAtWork building blocks
The FundsAtWork building blocks are designed to meet the needs of all sizes of employers and their employees from small and medium to large corporates. Financial advisers can use this wide range of building blocks to advise and configure the perfect solutions for their clients.
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 Onboarding is our interactive digital solution designed to connect with new members.
- Smart Move creates awareness about the importance of preserving their retirement savings.
- Smart Underwriting digitises the underwriting process in a fully secure and private space. It is the first digital group insurance underwriting platform in South Africa.
- Smart Claims simplifies death and funeral claims at a time when members or their families are emotionally vulnerable and value simplicity and speed.
- The Smart Benefit Statement provides a detailed overview of members’ employee benefits, including their retirement savings amount, insurance benefits, and other financial products offered by their employer.
Retirement benefit counselling
The choices your employees make today will shape their income for the rest of their lives. It’s essential that they are informed and empowered to make the right decisions. Our retirement benefit counsellors help members understand their retirement fund options when they join, exit, as well as during their fund membership and make choices that fit their unique needs.
Wellness Care Centre
When a medical condition prevents a member from working, we step in with expert support. Our multidisciplinary team uses medical, forensic, legal, and technical expertise to assess each case comprehensively and fairly. We also assign a dedicated case manager to every disability claimant, ensuring personalised guidance and support throughout the claims process.
Online employer portal
The employer portal is a real-time and fully integrated web-based tool that empowers you to manage your employees’ benefits at your convenience.