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Retail retirement funds trustee newsletter 2022

We are proud to share another Momentum retail retirement funds Trustee newsletter with you.

The newsletter shows you what access you could have to your benefits before retirement, how we protect your personal information, what you need to know about the retirement fund death claims process, rule changes for the Momentum Retirement Annuity Fund, Momentum Pension Preservation Fund and Momentum Provident Preservation Fund, and current world events and your investments.

What access do you have to your benefits before retirement?

Members often ask if they can withdraw their benefits from a retirement fund before they turn 55. This article sets out when a member would be able to do so.

Learn more

Investing for your retirement

Everyone's journey is unique, but some goals are important to everyone. If the time for you to enjoy your retirement is close, avoid costly mistakes with your retirement savings and make sure your money continues to grow while you receive a regular retirement income.

Learn more

Should I worry about the impact of world events on my savings?

The war in Ukraine, the COVID-19 pandemic, higher interest rates, increasing inflation, an unpredictable rand/dollar exchange rate and volatile financial markets are making headlines weekly.

Learn more

Retirement fund death claims process

The distribution of retirement fund death benefits is governed by the Pension Funds Act. We list 10 things you should know about the death claims process and a short case study of a death benefit distribution.

Learn more

How do we protect your personal information?

There are certain circumstances when it is important for us to have your personal information. We respect your privacy and we are committed to keeping your personal information secure and confidential.

Learn more

Read the rules

Momentum Pension
Preservation Fund

Read the rules (pdf)

Momentum Provident
Preservation Fund

Read the rules (pdf)

Momentum Retirement
Annuity Fund

Read the rules (pdf)

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 2021

Learn more

Resource centre

Access a comprehensive list of investment resources for individuals, businesses and financial advisers. See our latest brochures, forms and fund fact sheets and stay updated with our press releases, trustee newsletters, updates and news.

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