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FUNDSATWORK RESOURCES

Brochures

TaxTim (pdf)
Children's education benefit (pdf)
Disability 2.0 (pdf)
Employee Assistance Programme guide (pdf)
Family Protector (pdf)
FundsAtWork default solutions (pdf)
FundsAtWork turnaround times (pdf)
Family Protector education benefit (pdf)
Funeral assistance service (pdf)
FundsAtWork preservation options (pdf)
Funeral assistance service guide (pdf)
Hello Doctor (pdf)
Income disability benefits comparison (pdf)
Momentum Corporate Employee Assistance Programme (pdf)
Momentum Emergency Savings (pdf)
Momentum Grow (pdf)
Multinational risk pooling (pdf)
Momentum Wellness app user guide (pdf)
Momentum Umbrella Beneficiary Fund (pdf)
Pension-backed home loans (pdf)
Smart Solutions brochure (pdf)
Smart Counsel brochure (pdf)
Smart Claims brochure (pdf)
Smart Life file (pdf)
Smart Move (pdf)
Smart Onboarding (pdf)
Unclaimed benefits (pdf)

FUNDSATWORK RESOURCES

Forms and documents

FAW034 – FundsAtWork Umbrella Funds withdrawal form (pdf)
FAW037 – FundsAtWork Provident Fund withdrawal form for members who did not opt-in to two-pot system (pdf)
FAW038 – FundsAtWork Umbrella Funds withdrawal form for members with a paid-up benefit on 1 Sept 2024 (pdf)
FAW039 - FundsAtWork Umbrella Funds withdrawal form for members with a paid-up benefit after 1 Sept 2024 (pdf)
FAW043 – FundsAtWork Umbrella Funds retirement form (pdf)
FAW044 – FundsAtWork Provident Fund retirement form for members who did not opt-in to two-pot system (pdf)
FAW045 – FundsAtWork postponement of retirement withdrawal form (pdf)
FAW046 – FundsAtWork Provident Fund postponement of retirement withdrawal 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 choice of default investment portfolio (advisory body) (pdf)
MEB028 – FundsAtWork Spouse’s cover claim form (pdf)
MEB030 - FundsAtWork Umbrella Funds divorce order claim form by non-member spouse (pdf)
MEB034 - FundsAtWork Umbrella Funds conversion option 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)
FAW026 – Temporary postponement of the payment of contributions (pdf)
FAW030 - Mandate by section 13A(8) responsible person (pdf)
GRUW0990 – Member consent form to share, collect, and obtain personal, health, and medical information with or from third parties (pdf)
MCPF001 - Individual membership application (pdf)
MCPF004 - Beneficiary nomination (pdf)
MCPF005 - Personal details (pdf)
MCPF006 - Commission (pdf)
MCPF008 - Divorce order claim form by non-member spouse (pdf)
MCPF009 - Death claim (pdf)
MCPF010 - Claim for funeral cover (pdf)
MCPF011 – Provident Preservation Fund retirement form for members who did not opt-in to two-pot system (pdf)
MCPF012 – Provident Preservation Fund withdrawal form for members who did not opt-in to two-pot system (pdf)
MCPF015 – Beneficiary nomination for funeral benefits (pdf)
MCPF013 - Changes to product option and investment portfolio (pdf)
MCPF018 - Momentum Corporate Preservation Fund withdrawal form (pdf)
MCPF019 - Momentum Corporate Preservation Fund deferred retirement withdrawal form (pdf)
MCPF020 - Momentum Corporate Preservation Fund retirement form (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)

FUNDSATWORK RESOURCES

Fund fact sheets

Main portfolios

Quarterly Product Commentary

FUNDSATWORK RESOURCES

Legal updates

Archive

Legal update 1/2024 - New withdrawal options on resignation, dismissal, or retrenchment from 1 September 2024 (pdf)
Legal update 2/2024 - Withdrawals from the savings component from 1 September 2024 (pdf)
Legal update 3/2024 - When is it lawful for a fund to withhold a benefit on request of an employer (pdf))
Legal update 4/2024 - Termination of an employer ’s participation in FundsAtWork without transferring to another fund (pdf)
Legal Update 5/2024 - New retirement options (pdf)
Legal Update 6/2024 - Admission of liability (pdf)
Legal Update 7/2024 - Distribution of death benefits (pdf)
Legal Update 8/2024 - New requirements for divorce orders (pdf)
Legal Update 9/2024 - Different marital regimes (pdf)
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 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)
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)
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 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)
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)

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)
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 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

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Momentum Corporate

Press releases

Looking for tips on making better financial decisions, investment insights to maximise your returns or the latest trends shaping the financial world? Our industry experts and thought leaders will keep you up to date with the latest news and insights.

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POPIA info & PAIA manuals

To help you understand your rights and our responsibilities, we’ve made our POPIA information and PAIA manuals available for easy access.

MEB081- FundsAtWork and Preservation Funds – Data subject personal information request form (pdf)
MEB082 – FundsAtWork and Preservation Funds – Personal information request form (pdf)
Momentum Corporate Provident Preservation Fund PAIA Manual (pdf)
Momentum Corporate Pension Preservation Fund PAIA Manual (pdf)
Form 5 Complaint Form (pdf)
Form 2 Information Request Form (pdf)
FundsAtWork Umbrella Provident Fund PAIA Manual (pdf)
FundsAtWork Umbrella Pension Fund PAIA Manual (pdf)
FundsAtWork Umbrella Funds Privacy Notice (pdf)
FundsAtWork Umbrella Provident Fund POPIA information policy (pdf)
FundsAtWork Umbrella Pension Fund POPIA information policy (pdf)
POPIA Complaints process (pdf)

FUNDSATWORK RESOURCES

Two-Pot Retirement System

Impact of divorce and maintenance orders, and other deductions on withdrawals (pdf)
What you need to know about tax before you withdraw from your savings component (pdf)
Frequently asked questions on two-pot (pdf)
How FundsAtWork is revolutionising the two-pot system (pdf)
Impact of withdrawal from your savings component (pdf)
Over 55s opt-in FundsAtWork Umbrella Provident Fund (pdf)
Over 55s opt-in Momentum Corporate Preservation Fund(pdf)
Retirement component (pdf)
Savings component (pdf)
Simplifying the two-pot system FundsAtWork Umbrella Funds (pdf)
Simplifying the two-pot system Momentum Corporate Preservation Funds (pdf)
Steps to withdraw from your savings component (pdf)
Two-pot withdrawal fees and tax implications (pdf)
Vested component (pdf)

HR Indaba

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