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Two women standing in a modern open plan office having a discussion about a few documents. Two women standing in a modern open plan office having a discussion about a few documents.

Administration experience that goes beyond the standard

Momentum Retirement Administrators partners with with funds, trustees, and employers to deliver tailored, efficient retirement administration. We combine industry expertise, strong governance and market-leading technology to support funds and their members.

  • Trusted partner and track record
  • Bespoke living, life and hybrid annuity administration
  • We conduct an annual ISAE 3402 Type II audit

Why choose
Momentum Retirement Administrators

Built around your fund

We offer high levels of flexibility in member investment options, retirement benefits, insurance benefits, contribution rates, expense payments and reporting.

Sophisticated technology

Our in-house proprietary administration platform integrates with payroll and external systems, enabling accurate processing, faster turnaround times and seamless data flow.

A partner you can rely on

With over R270 billion in assets under administration and close to 400 000 members, we have supported funds for over a century with proven expertise and consistent delivery.

What you can expect

For funds and trustees

  • Relationship and operational support
  • Tailored reporting and governance support
  • Assistance with meeting fiduciary responsibilities
  • Monitoring of service level agreements


Sophisticatd technology

  • Streamlined contribution and benefit management
  • Integrated systems and employer portal access
  • Reporting that empowers HR
  • HR training and support


A partner you can rely on

  • Digital engagement through portal, app and WhatsApp
  • Walk-in centres in major cities
  • Smart Move to support members make better decisions when they exit the fund
  • Automated monthly annuity administration

Value-added services

Pension-backed home loans

Through Momentum Lending, members can access funding for home-related needs without withdrawing from their retirement savings. Members pay competitive interest rates.

Retirement benefit counselling

Decisions made today shape future retirement income. Our financial coaches also known as retirement benefit counsellors guide members at key stages, helping them understand their options and make informed choices that fit their needs.

Insurance benefits

Flexible group insurance solutions designed for a diverse workforce. Value-added services encourage healthier behaviour, helping reduce claims risk and support sustainable pricing.

Outcome-based investing

Momentum Multi-Manager’s outcome- based investing focuses on growing members’ investments in line with long-term goals. It prioritises sustainable outcomes over short- term gains and shows that future success cannot rely on past benchmarks.

Annuity solutions

Each fund must put in place an annuity strategy. We have numerous annuity solutions that trustees can use to outsource their pensioner liabilities and provide members with cost effective options at retirement.

Need more information?

Visit the Momentum Retirement Administrators website for more information.

Download our pack

Download the Momentum Retirement Administrators brochures.

Need advice?

Get one of our financial advisers to
contact you.

Other Momentum Corporate employee benefits

Structured Investments and Annuities

We focus on supporting employers, trustees and retirement funds with pre- and post-retirement solutions covering investment and annuity solutions.

Group Insurance

One of South Africa’s leading providers of insurance solutions, which evolves to meet the changing needs of our clients.

Momentum Consultants and Actuaries

As a trusted partner, we work closely with employers, funds, and institutions to create a flexible advice roadmap tailored to their pressures, goals, and needs.

Member Solutions

We educate and empower retirement fund members with tailored solutions.


FundsAtWork

Our award-winning FundsAtWork Umbrella Funds are a trusted choice for South Africa’s workforce. They offer comprehensive retirement, group insurance solutions and value-added services.

Dragonfly

A next-generation, technology-driven benefits platform that makes it easy for employers and members to access, buy, and manage their benefits.

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