Two-pot client support services
From 1 September 2024, the two-pot savings component offers you more flexibility to access your retirement funds. To help protect your future retirement income, we recommend consulting with a financial adviser before making a withdrawal. They can help you structure your finances to balance short-term needs with your long-term goals, and weigh up the actual costs of cashing out retirement savings early.
If you’re facing unexpected financial pressures, you can access your two-pot savings through the following options:
- Use our secure self-service options for a quick and convenient withdrawal.
- Speak to our consultants if you need support with a two-pot withdrawal.
Access your two-pot savings with self-service options
Need quick access to your two-pot savings? Use our secure self-service channels for a simple withdrawal process, supported by helpful step-by-step guides.
Withdraw from your employer retirement fund
If your employer contributes to your retirement fund on your behalf: WhatsApp “hello” to 087 240 6653 to access your two-pot savings in a few easy steps. View the WhatsApp guide to get started.
Withdraw from your personal retirement fund
If you’re personally contributing to your retirement fund: Log in to momentum.co.za to withdraw from your Investo, Wealth or Traditional two pot savings. View the guide to understand the process.
Get help with your two-pot withdrawals
Need help with your two-pot withdrawals or other related queries? Contact us using the details below.
Please note that our offices are closed on Sundays and public holidays.