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Retirement Fund membership explained

Being a member of a retirement fund is a smart move. Make sure you get the maximum benefit by understanding the ins and outs.

  • Must I belong to my employer’s retirement fund?
  • How does the tax deductibility on retirement fund contributions work for me?
  • When and how can I get access to my benefits in my retirement fund?
  • How do I lodge a complaint against my retirement fund?
  • I’ve just joined a retirement fund – what are all the things I need to do? What choices do I have?
  • Why is it important that I complete a beneficiary nomination form?
  • What is Sanlam’s policy regarding contacting me via my personal contact details?
  • How will I be affected if my employer decides to participate in another retirement fund?
  • How will retirement reforms (T-Day) affect your retirement fund savings?
  • How will the retirement reforms affect you?

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