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.
Types of investment portfolios
The FundsAtWork trustees carefully select the investment portfolios for each product option and make sure they 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.
Members also have the option to switch to investment portfolios of their choice.
Learn more about the list of available investment portfolios and the fund fact sheets.
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.
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.
Guiding employees towards better retirement outcomes
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.
