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Retirement funds – Trustee newsletter 2021

We are proud to share this year's Momentum Retail Retirement Fund Trustee newsletter. As a retirement fund member at Momentum you receive our newsletter yearly to let you know of any rule changes to the fund(s) that you’re a member of.

We also show you the critical decisions you need to make as you approach retirement, what it means to stay the course when it comes to investing and retirement, and how to make sure that your loved ones who need it most will receive your money if something happens to you.

Have you ever asked the question: am I saving enough for retirement?

For many people, retirement can be a time of great anxiety as they may not have enough money to retire on. They may not be financially, or emotionally, prepared for this period of their lives. The good news is it’s never too late to make a plan.

Decisions to make when you retire

A successful retirement means that you can maintain your standard of living, without financial assistance from others, and there are critical decisions you need to make as you approach retirement. Here are some things to consider.

After you start your journey, you need to stay the course

You have taken the critical first step of saving for retirement. This is a good start, but, it’s equally important to understand that there are many steps in this journey and to reach your destination, you need to stay the course. What does that mean?

Beneficiary who?

Did you know that you can have peace of mind knowing that your loved ones who need it most will receive your money if something happens to you? Let's find out how

Your will, your way?

There are many good reasons to have an up-to-date and valid will. It is, however, important to remember that your retirement fund benefits do not form part of your estate.

Read the rules

Momentum Pension
Preservation Fund Rules

Momentum Provident
Preservation Fund Rules

Momentum Retirement
Annuity Fund Rules

In case you missed it

Find all our previous newsletters under one, easy-to-find space, for
your convenience.

Retirement funds trustee newsletter 2023

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Retirement funds trustee newsletter 2022

Learn more

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