Site url: https://www.momentum.co.za/momentum/retail-funds-trustee-newsletter-2021
Pagecontext: org.apache.jasper.runtime.PageContextImpl@cfcd109c
NameValue
breadcrumb.start.level1
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v8.0/portal-contextual-portal}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content/resource-collections}ibm.portal.sharing.scope.page
wcm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
flush.cache?01102021
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/publicparams}path-infoibm.portal.sharing.scope.page
breadcrumb.enabledtrue
param.template.pageZ6_48GC1K80O0FH90QS83FHN530K6
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v7.0/portal-contextual-portal}ibm.portal.sharing.scope.page
hide.from.menutrue
hide.childrentrue
dynamic.sitemapfalse
param.sharing.scope.{http://ibm.connections.com/portlet}ibm.portal.sharing.scope.page
ibm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
menu

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

Learn more

Retirement funds trustee newsletter 2022

Learn more

We and our selected partners use cookies to enhance and personalise your experience on our website.Please see our cookie policy for more information.

To enhance your user experience on our site, learn more about our supported browsers

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.

Tell us more!

We're always looking for ways to improve your online experience. Please take a moment to complete the
2-minute questionnaire.