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What are you looking for?

FUNDSATWORK RESOURCES

Brochures

Main product brochure

FundsAtWork (pdf)

Related brochures

FundsAtWork Core (pdf)
FundsAtWork default solutions (pdf)
FundsAtWork turnaround times (pdf)
Children's education benefit (pdf)
Disability 2.0 (pdf)
Family Protector (pdf)
Funeral assistance service (pdf)
Funeral assistance service guide (pdf)
Momentum Corporate Employee Assistance Programme (pdf)
Employee Assistance Programme guide (pdf)
Housing loan guarantee (pdf)
EmployeeReturns (pdf)
Hello Doctor (pdf)
Multiply for Corporates (pdf)
Smart Solutions brochure (pdf)
Smart Counsel brochure (pdf)
Smart Claims brochure (pdf)
Smart Life file (pdf)
Momentum Umbrella Beneficiary Fund (pdf)
Unclaimed benefits (pdf)
Employer portal (pdf)
Multinational risk pooling (pdf)
FundsAtWork preservation options (pdf)
Momentum Wellness app user guide (pdf)
Virtual funeral benefit (pdf)

FundsAtWork trustees
FundsAtWork trustees and principal officer (pdf)

Complaints resolution process
Complaints resolution process (pdf)

FUNDSATWORK RESOURCES

Forms and documents

New business forms
FundsAtWork insurance installation (pdf)
FundsAtWork umbrella installation (pdf)
FundsAtWork Umbrella Funds - choice of default investment portfolio at installation (pdf)
Installation data (xls)
FundsAtWork Umbrella Fund and insurance only - Annexure for sales consultants (pdf)

Claims and other forms
MEB001 - FundsAtWork Umbrella Funds withdrawal form (pdf)
MEB002 - FundsAtWork Umbrella and stand-alone insurance scheme beneficiary nomination form (pdf)
MEB003 - FundsAtWork Umbrella Funds retirement form (pdf)
MEB005 - FundsAtWork Umbrella Funds postponement of retirement form (pdf)
MEB006 - Recognition of transfer form (pdf)
MEB007 - FundsAtWork Umbrella Funds in-fund preservation form (pdf)
MEB009 - FundsAtWork Family Protector claim form (pdf)
MEB012 – FundsAtWork Death claim form - Umbrella Funds death benefits (pdf)
MEB013 - FundsAtWork Umbrella Funds admission of liability form (pdf)
MEB016 - FundsAtWork Umbrella Funds personal liability of employers for payment of retirement fund contributions (pdf)
MEB017 - FundsAtWork Umbrella Funds instruction and indemnity for payment to third party bank account (pdf)
MEB023 - FundsAtWork Umbrella Funds Family Protector PLUS options (pdf)
MEB026 - FundsAtWork Umbrella Funds changes to investment choice, product option and insurance benefits (Member) form (pdf)
MEB027 - FundsAtWork Umbrella Funds changes to product option and investment portfolio choice (advisory body) (pdf)
MEB028 – FundsAtWork Spouse’s cover claim form (pdf)
MEB030 - FundsAtWork Umbrella Funds divorce order claim form by non-member spouse (pdf)
MEB031 - FundsAtWork Umbrella Funds divorce order disinvestment instruction (pdf)
MEB034 - FundsAtWork Umbrella Funds conversion option form (pdf)
MEB070 FundsAtWork stand-alone insurance scheme beneficiary nomination form (pdf)
MEB073 - FundsAtWork Umbrella Funds personal details form (pdf)
MEB080 – FundsAtWork Umbrella Funds Death claim form – FundsAtWork Funds and unapproved death benefit (pdf)
MEB084 - FundsAtWork Umbrella Funds advisory body change of details form (pdf)
MEB085 - Employer portal authorisation form – user (pdf)
MEB086 - FundsAtWork Umbrella Funds Authorised signatory change form (pdf)
MEB087 - Employer portal authorisation form – super user (pdf)
MEB119 - FundsAtWork FlexiCovers (pdf)

Disability forms

Disability claims

Disability claim employee declaration (pdf)
Disability claim employer declaration (pdf)
Disability claim potential claim notification (pdf)
Disability claim confidential medical report (pdf)


Late claim submissions

The negative effects of submitting a disability claim late (pdf)

Critical illness claims
Dread disease confidential medical report (pdf)
Dread disease employer employee declaration (pdf)

Death claim forms
MEB009 - FundsAtWork death and disability claim for Family Protector (pdf)
FAW007 – Funeral claim form (pdf)
MEB012 - FundsAtWork Death claim form - Umbrella Funds death benefits (pdf)
MEB028 - FundsAtWork spouse's cover claim form (pdf)
FAW008 – Death claim for unapproved benefits (pdf)
FAW021 – Funeral beneficiary nomination form (pdf)
MEB077 – Death claim for approved benefits – Group Life Cover (pdf)
MEB080 – FundsAtWork Umbrella Funds Death claim form – FundsAtWork Funds and unapproved death benefit (pdf)
Police report – Accidental/unnatural death form (pdf)

Preservation fund forms
MCPF001 - Individual membership application (pdf)
MCPF004 - Beneficiary nomination (pdf)
MCPF005 - Personal details (pdf)
MCPF006 - Commission (pdf)
MCPF007 - Divorce order disinvestment instruction (pdf)
MCPF008 - Divorce order claim form by non-member spouse (pdf)
MCPF009 - Death claim (pdf)
MCPF010 - Claim for funeral cover (pdf)
MCPF011 - Retirement (pdf)
MCPF012 - Withdrawal (pdf)
MCPF013 - Changes to product option and investment portfolio (pdf)
FAW001 - Proposed transfer of business between preservation funds Form H (pdf)
FAW002 - Section 14 (8) Recognition of transfer Form J (pdf)
FAW012 - Changes to product option and investment portfolio (pdf)
MEB004 - Momentum Corporate Preservation Fund membership application form (FundsAtWork Umbrella Fund members only) (pdf)

Investment adviser appointment
Investment adviser appointment by advisory body (pdf)
Investment adviser appointment by member (pdf)
Investment adviser appointment by inactive member (pdf)
Investment adviser appointment preservation fund (pdf)

Financial adviser appointment
Financial adviser appointment by employer (doc)

Section 51 Manuals
S51 Manual for the FundsAtWork Umbrella Pension Fund (pdf)
S51 Manual for the FundsAtWork Umbrella Provident Fund (pdf)
S51 Manual Momentum Corporate Provident Preservation Fund (pdf)
S51 Manual Momentum Corporate Pension Preservation Fund (pdf)

FUNDSATWORK RESOURCES

Fund fact sheets

Economic and market commentary
Economic and market snapshot (pdf)

Fund availability list
FundsAtWork – Fund availability list (pdf)


Main portfolios

Investment returns
Investment Returns (pdf)

Momentum Default Lifestage
Momentum Default Lifestage Portfolio (pdf)

Outcome-based Lifestages options
Momentum Enhanced Lifestages (pdf)
Momentum Classic Lifestages (pdf)
Momentum Target Lifestages (pdf)
Momentum Passive Lifestages (pdf)

Flexible range
Momentum Flexible Factor 3 (pdf)
Momentum Flexible Factor 4 (pdf)
Momentum Flexible Factor 5 (pdf)
Momentum Flexible Factor 6 (pdf)
Momentum Flexible Factor 7 (pdf)

Enhanced range
Momentum Enhanced Factor 3 (pdf)
Momentum Enhanced Factor 4 (pdf)
Momentum Enhanced Factor 5 (pdf)
Momentum Enhanced Factor 6 (pdf)
Momentum Enhanced Factor 7 (pdf)

Classic range
Momentum Classic Factor 3 (pdf)
Momentum Classic Factor 4 (pdf)
Momentum Classic Factor 5 (pdf)
Momentum Classic Factor 6 (pdf)
Momentum Classic Factor 7 (pdf)

Target range
Momentum Target Factor 3 (pdf)
Momentum Target Factor 4 (pdf)
Momentum Target Factor 5 (pdf)
Momentum Target Factor 6 (pdf)
Momentum Target Factor 7 (pdf)

Passive range
Momentum Passive CPI + 3 (pdf)
Momentum Passive CPI + 4 (pdf)
Momentum Passive CPI + 5 (pdf)
Momentum Passive CPI + 6 (pdf)

Other portfolios
Momentum Bond (pdf)
Momentum Money Market (pdf)
Momentum Multi-Managed Fixed Income (pdf)
Momentum Multi-Managed Bond (pdf)
Momentum Multi-Managed Inflation Linked Bond (pdf)
Momentum Multi-Manager Lifestages (pdf)
Momentum Multi-Manager Global Money Market (pdf)
Momentum Multi-Manager Local Money Market Fund (pdf)
Momentum Multi-Manager Shari'ah (pdf)
Universal Multi Manager Smooth Growth Fund Global (pdf)
Momentum Multi-Manager Smooth Growth Fund Global (pdf)
Momentum Smart Guaranteed +3 (pdf)
Momentum Smart Guaranteed +3 (BS 2020)(pdf)
Momentum Smooth-Edge (pdf)
Universal Smooth-Edge (pdf)
Momentum Smooth Growth Fund (pdf)
Universal Smooth Growth Fund (pdf)


Quarterly Product Commentary

Flexible
Flexible Fund (pdf)

Enhanced
Enhanced Fund (pdf)

Classic
Classic Fund (pdf)

Target
Target Fund (pdf)

Passive
Passive Fund (pdf)

FUNDSATWORK RESOURCES

Legal updates

Index
List of all legal updates (pdf)
Legal Updates - Case Law List Alphabetical (pdf)

2021
Legal Update 1/2021 – Impact of the new annuitisation legislation on FundsAtWork Umbrella Provident Fund members (pdf)
Legal Update 2/2021 – 2021 Budget Speech and employee benefits (pdf)
Legal Update 3/2021 – When is it lawful for a fund to withhold a benefit on request of an employer? (pdf)

2020
Legal update 1/2020 – Group Schemes Terminations and Replacements – PPR (pdf)
Legal update 2/2020 - Implications of section 13A for Employers (pdf)
Legal update 3/2020 – Independence of the principal officer (pdf)
Legal update 4/2020 – Budget speech 2020 the impact on employee benefits (pdf)
Legal update 5/2020 – Group policies under the Insurance Act (pdf)
Legal update 6/2020 – Fraudulent misconduct (pdf)
Legal update 7/2020 – Distribution of death benefits to major children (pdf)
Legal update 8/2020 – When is paternity testing appropriate and/or necessary by a board of trustees? (pdf)


Archive

2019
Legal update 1/2019 – Case law update (pdf)
Legal update 2/2019 – Legislation – Labour matters (pdf)
Legal update 3/2019 – FSCA Guidance Note 7, PFA Notice 2 and PFA Guidance Notice 8 (pdf)
Legal update 4/2019 – Taxation Laws Amendment Act No.23 of 2018 (pdf)
Legal update 5/2019 – Fund related matters (pdf)
Legal update 6/2019 – Fund related matters (pdf)
Legal update 7/2019 – Pension Funds Adjudicator 2019 Annual Report (pdf)

2018
Legal update 1/2018 - Further information on the intention to cancel registration of certain retirement funds – January 2018 (pdf)
Legal update 2/2018 - Taxation Laws Amendment Act No. 17 of 2017 – January 2018 (pdf)
Legal update 3/2018 - Tax Administration Laws Amendment Act No. 13 of 2017 - January 2018 (pdf)
Legal update 4/2018 - Amended Financial Sector Code – January 2018 (pdf)
Legal update 5/2018 - Determination of Fit and Proper Requirements for Financial Service Providers – January 2018 (pdf)
Legal update 6/2018 - Long Term Insurance Regulations - Group Scheme Commission Scales - February 2018 (pdf)
Legal update 7/2018 – Case law update – Benefit related matters (pdf)
Legal update 8/2018 – Regulation 28: Increased Foreign Portfolio Investment Limits (pdf)
Legal update 9/2018 – Case law update – Matrimonial matters (pdf)
Legal update 10/2018 – Prohibition on the acceptance of gratification – July 2018 (pdf)
Legal update 11/2018 – Case law update – Matrimonial matters (pdf)
Legal update 12/2018 – Case law update – Fund matters (pdf)
Legal update 13/2018 – Case law update – Labour matters (pdf)
Legal update 14/2018 – Application for reconsideration to the Financial Services Tribunal (pdf)
Legal Update 15/2018 – Public Sector Fund benefits – updated July 2019 (pdf)
Legal Update 16/2018 – Section 7B exemption (pdf)
Legal Update 17/2018 – Case law update – Fund matters (pdf)
Legal Update 18/2018 – Calculation of tax lump sum benefit (pdf)

2017
Legal Update 1/2017 - Case Law update - Fund related matters - February 2017 (pdf)
Legal Update 2/2017 - Case law update - Divorce issues - February 2017 (pdf)
Legal Update 3/2017 – Tax Amendment Act 15 and Tax Administration Laws Amendment Act 16 of 2016 (pdf)
Legal Update 4/2017 - The Unemployment Insurance Amendment Act 10 of 2016 - March 2017 (pdf)
Legal Update 5/2017 - Procedural Matters - May 2017 (pdf)
Legal Update 6/2017 - Insurance Benefits - May 2017 (pdf)
Legal Update 7/2017 - PFA jurisdiction - May 2017 (pdf)
Legal Update 8/2017 - Matrimonial and divorce issues - May 2017 (pdf)
Legal Update 9/2017 - Benefit related matters - May 2017 (pdf)
Legal Update 10/2017 - Fund related matters - May 2017 (pdf)
Legal Update 11/2017 - Tax free investments June 2017 (pdf)
Legal Update 12/2017 - Tax Directives - July 2017 (pdf)
Legal update 13/2017 - Case law update - Fund governance - July 2017 (pdf)
Legal update 14/2017 - Case law update - Procedural matters - July 2017 (pdf)
Legal update 15/2017 - Case law update - Procedural matters - July 2017 (pdf)
Legal update 16/2017 - Case law update - Procedural matters - July 2017 (pdf)
Legal update 17/2017 - FSB Information Circulars - July 2017 (pdf)
Legal update 18/2017 - Case law update - Procedural matters - July 2017 (pdf)
Legal Update 19/2017 - FSB Board Notices - July 2017 (pdf)
Legal Update 20/2017 - Case law update - Labour matters - September 2017 (pdf)
Legal Update 21/2017 - Case law update - Benefit matters - September 2017 (pdf)
Legal Update 22/2017 - FICA Amendment Act - September 2017 (pdf)
Legal Update 23/2017 - Financial Sector Regulation Act - September 2017 (pdf)
Legal Update 24/2017 - Retirement Funds Default Regulations - September 2017 (pdf)
Legal Update 25/2017 - Case Law Update Divorce Matters - November 2017 (pdf)

2016
Legal Update 1/2016 - Recent judgements and Pension Funds Adjudicator determinations - January 2016 (pdf)
Legal Update 2/2016 - Taxation Laws Amendment Act No 25 of 2015 - January 2016 (pdf)
Legal Update 3/2016 - Retirement fund contributions - January 2016 (pdf)
Legal Update 4/2016 - Provident fund post-retirement alignment - January 2016 (pdf)
Legal Update 5/2016 – Divorce order issues relating to a member’s pension interest – Updated February 2020 (pdf)
Legal Update 6/2016 - Non- taxable retirement fund benefits – May 2016 (pdf)
Legal Update 7/2016 - Case Law - May 2016 (pdf)
Legal Update 8/2016 - Revenue Laws Amendment Act - June 2016 (pdf)
Legal Update 9/2016 - Case Law Update - August 2016 (pdf)
Legal Update 10/2016 - Section 37C Distribution of Retirement Fund lump sum death benefits - August 2016 (pdf)
Legal Update 11/2016 - FundsAtWork Umbrella Funds: options at retirement, retrenchment and disability - September 2016 (pdf)
Legal Update 12/2016 - FundsAtWork Umbrella Funds: options at withdrawal - September 2016 (pdf)
Legal Update 13/2016 - Additional retirement fund contributions - September 2016 (pdf)
Legal Update 14/2016 - Case law update – divorce issues - September 2016 (pdf)
Legal Update 15/2016 - Case law update - fund benefits - September 2016 (pdf)
Legal Update 16/2016 - Case law update – fund benefits - November 2016 (pdf)
Legal Update 17/2016 - FSB Information Circulars PF No. 1 to 5 of 2016 - November 2016 (pdf)
Legal Update 18/2016 - Lump sum disability insurance benefit: Approved vs unapproved - November 2016 (pdf)

2015
Legal Update 1/2015 - Labour Relations Amendment Act - January 2015 (pdf)
Legal Update 2/2015 - Retirement benefit accrual - January 2015 (pdf)
Legal Update 3/2015 - Tax changes to PHI benefits and the impact on retirement fund contributions - February 2015 (pdf)
Legal Update 4/2015 - Tax free investments March 2015 (pdf)
Legal Update 5/2015 - Different marital regimes and their impact on retirement funds - March 2015 (pdf)
Legal Update 6/2015 - Divorce order issues relating to a member's pension interest - March 2015 (pdf)
Legal Update 7/2015 - Section13A Due date for the payment of contributions - May 2015 (pdf)
Legal Update 8/2015 - Withholding of benefits - May 2015 (pdf)
Legal Update 9/2015 - Claims for maintenance against the estate of a deceased - May 2015 (pdf)
Legal Update 10/2015 - FundsAtWork Umbrella Funds options at normal retirement date - June 2015.pdf (pdf)
Legal Update 11/2015 - Case law update Sep 2015 (pdf)
Legal Update 12/2015 - The Compensation for Occupational Injuries and Diseases Act Sep 2015 (pdf)
Legal Update 13/2015 - Employment Services Act Sep 2015 (pdf)
Legal Update 14/2015 - Employer Liability Nov 2015 (pdf)

2014
Legal Update 1/2014 - Payment of death benefits on employer-owned insurance policies 17 January 2014 (pdf)
Legal Update 2/2014 - Taxation of group insurance premiums and benefits 17 January 2014 (pdf)
Legal Update 3/2014 - Taxation of retirement fund contributions 17 January 2014 (pdf)
Legal Update 4/2014 - Post retirement alignment between retirement funds 17 January 2014 (pdf)
Legal Update 5/2014 - Changes to the Pension Funds Act - Payment of benefits 14 February 2014 (pdf)
Legal Update 6/2014 - Changes to the Pension Funds Act - Trustees 14 February 2014 (pdf)
Legal Update 7/2014 - Changes to the Pension Funds Act - Whistle-blowing protection 14 February 2014 (pdf)
Legal Update 8/2014 - Changes to the Pension Funds Act - General amendments 14 February 2014 (pdf)
Legal Update 9/2014 - Effective date of Pension Funds Act amendments 27 February 2014 (pdf)
Legal Update 10/2014 - Budget update on retirement reforms 17 April 2014 (pdf)
Legal Update 11/2014 - Non-retirement savings: tax free savings accounts 9 May 2014 (pdf)
Legal Update 12/2014 - Tax Administration Laws amendment Act (pdf)
Legal Update 13/2014 - Valuation exemptions (pdf)
Legal Update 14/2014 - Temporary absence from Employment September 2014 (pdf)
Legal Update 15/2014 - Employment Equity Amendment Act Sept 2014 (pdf)
Legal Update 16/2014 - Estate duty and death benefits September 2014 (pdf)
Legal Update 17/2014 - Withdrawn SARS general notes September 2014 (pdf)
Legal Update 18/2014 - Sectoral determinations and PSSPF - October 2014 (pdf)
Legal Update 19/2014 - T-day postponed - October 2014 (pdf)
Momentum FundsAtWork Consolidated Legal Updates 2014 (pdf)

2013
Legal update 1/2013 - Preservation Funds - January 2013 (pdf)
Legal update 2/2013 - Social networking - March 2013 (pdf)
Legal update 3/2013 - Retirement form proposal - March 2013 (pdf)
Legal update 4/2013 - An employer's legal obligation to pay contributions even during financial difficulties - May 2013 (pdf)
Legal update 5/2013 - Termination of employer participation - December 2013 (pdf)

2012
Legal update 1/2012 - Taxation Laws Amendment Act 2011 30 January 2012 (pdf)
Legal update 2/2012 - Taxation of Unapproved Insurance Benefits 30 January 2012 (pdf)
Legal update 3/2012 - Divorce - Media statement by National Treasury 15 March 2012 (pdf)
Legal update 4/2012 - Beneficiary nomination form 22 March 2012 (pdf)
Legal update 5/2012 - Transfers to and from foreign funds 26 March 2012 (pdf)
Legal update 6/2012 - Strengthening Retirement Savings - Overview of the 2012 Budget Proposals (pdf)
Legal update 7/2012 - Section 13A - Due date for the payment of contributions 17 August 2012 (pdf)
Legal update 8/2012 - Preservation funds 7 November 2012 (pdf)

2011
Legal update 1/2011 - A foster child may be considered a factual dependant (pdf)
Legal update 2/2011 - Summary of the Consumer Protection Act (pdf)
Legal update 3/2011 - Budget speech retirement reform (pdf)
Legal update 4/2011 - Board notice 61 of 2011 - valuation exemption (pdf)
Legal update 5/2011 - Personal liability of board members of pension fund organisations (pdf)
Legal update 6/2011 - Divorce issues updated (pdf)
Legal update 7/2011 - Taxation of retirement fund lump sum benefits (including severance benefits) (pdf)
Legal update 8/2011 - Implications of the Consumer Protection Act on legal documents (pdf)
Legal update 9/2011 - Registration of trade names (pdf)
Legal update 10/2011 - Complaints: the Pension Funds Act and the Promotion of Administrative Justice Act (pdf)
Legal update 11/2011 - Consumer Protection Act – Exemption for the pension funds industry (pdf)
Legal update 12/2011 - Draft Taxation Laws Amendment Bill, 18 July 2011 (pdf)
Legal update 13/2011 - Treating customers fairly (pdf)
Legal update 14/2011 - Deductions from pension benefits (pdf)
Legal update 15/2011 - Employer's compliance responsibilities in terms of Section 13A and Regulation 33 (pdf)

FUNDSATWORK RESOURCES

Trustee Newsletters

Meet the FundsAtWork trustees
FundsAtWork trustees and principal officer (pdf)


Most recent

2021
Momentum FundsAtWork Umbrella Funds Trustee Newsletter January 2021 (pdf)

2020
Momentum FundsAtWork Umbrella Funds Trustee Newsletter July 2020 (pdf)

Archive

2019
Momentum FundsAtWork Umbrella Pension and Provident Funds trustee newsletter – April/May 2019 (pdf)
Momentum FundsAtWork Umbrella Funds Trustee Newsletter September 2019 (pdf)

2018
Momentum FundsAtWork Umbrella Funds Trustee Newsletter July 2018 (pdf)

2017
Momentum FundsAtWork Umbrella Funds Trustee Newsletter June 2017 (pdf)
Momentum FundsAtWork Umbrella Funds Trustee Newsletter November 2017 (pdf)

2016
Momentum FundsAtWork Umbrella Funds Trustee Newsletter - December 2016 (pdf)
Momentum FundsAtWork Umbrella Funds Trustee Newsletter - August 2016 (pdf)

2015
Momentum FundsAtWork Umbrella Funds Trustee Newsletter December 2015 (pdf)
Momentum FundsAtWork Umbrella Funds Trustee Newsletter July 2015 (pdf)

2014
FundsAtWork Trustee Member Newsletter - July 2014, Umbrella Pension and Provident Funds (pdf)
FundsAtWork Umbrella Funds Trustee Member Newsletter - November 2014 (pdf)

2013
FundsAtWork Preservation Funds Trustee Member Newsletter - November 2013 (pdf)
FundsAtWork Trustee Member Newsletter - Umbrella Pension and Provident Funds – November 2013 (pdf)
FundsAtWork Financial Adviser Newsletter - 5th Edition, November 2013 (pdf)
FundsAtWork Financial Adviser Newsletter - 4th Edition, August 2013 (pdf)
FundsAtWork Financial Adviser Newsletter - 3rd Edition, April 2013 (pdf)
FundsAtWork Trustee Member Newsletter - 1st Edition, June/July 2013 (pdf)

2012
FundsAtWork Trustee newsletter for members - June 2012 (pdf)
FundsAtWork Trustee newsletter for employers - June 2012 (pdf)
FundsAtWork Adviser newsletter - August 2012 (pdf)
FundsAtWork Trustee newsletter for members - December 2012 (pdf)
FundsAtWork Adviser newsletter - December 2012 (Easy print version) (pdf)

2011
FundsAtWork Trustee newsletter (pdf)
FundsAtWork Trustee newsletter for members (pdf)
FundsAtWork Trustee newsletter for employers (pdf)

Momentum Corporate

Press releases

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