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FundsAtWork savings and investment solutions

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.
Find an adviser FundsAtWork (pdf) open_in_new

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.

Portfolios (pdf) open_in_new Fund fact sheets
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Investment flexibility

Members have the option to switch to investment portfolios of their choice, giving them greater control over how their retirement savings are managed.

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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.

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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.

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Fund fact sheets

Fund fact sheets are monthly investment portfolio reports that show assets allocation, market performance and top holdings. We add new fund fact sheets every month to our resource centre for you to download.

Fund fact sheets

Guiding employees towards better retirement outcomes

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Smart Move

Encourage employees to preserve their retirement savings when they leave

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.

View brochure (pdf)
Close up of a lady's hands holding a cell phone viewing her annuity options using FundsAtWork's Smart Retirement tool.
Smart Annuity

A user-friendly portal for retirees


They can get payslips, tax certificates and much more.





View brochure (pdf)

Want to know more?

Your employee must buy an annuity with their retirement savings to provide them with a monthly income during retirement. As part of government’s retirement default regulations, all funds are required to have an annuity strategy in place. The trustees of the FundsAtWork Umbrella Funds have chosen the Golden Income With-Profit Annuity as their annuity strategy as it meets the needs of most pensioners. Employees can select this annuity option or any other annuity offered by Momentum.
They can cash out their retirement savings, keep their retirement savings in the Umbrella Fund when leaving their employer as paid-up members, or move their retirement savings to the Momentum Corporate Preservation Fund. Members are encouraged to preserve their retirement savings and should contact their financial adviser before making a decision.
There are various ways employees can boost their retirement savings, such as increase their contribution rate, choose an investment portfolio that targets a higher return, keep their retirement savings invested when they change employers or make additional voluntary contributions.

Want a brochure?

Download the
FundsAtWork brochure.

View brochures

Need advice?

Get one of our financial
advisers to call you back.

Find an adviser

FundsAtWork resources

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Forms

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Brochures

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Fund fact sheets

Contact FundsAtWork


0860 657 585

[email protected]

Our call centre is open Monday to Friday from 08:00 to 16:30.

Email: [email protected]

WhatsApp: 087 240 6653

Business hours are Monday to Friday from 08:00 to 17:00.
Other Momentum contacts

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