Beneficiary Fund
Do you need help managing the benefits of deceased retirement fund members and employees?
This fund manages the investments of beneficiaries when a member of a pension, provident and risk-only fund dies.
Is this for you?
The beneficiary fund accepts:
- Approved retirement fund benefits: such as death benefits from retirement funds in terms of section 37C of the Pension Funds Act
- Unapproved benefits: for example, employment-related group life insurance policies
Benefits
- Cost-effective and practical solutions for distributing death benefits
- Individually tailored and managed sub-accounts
- Online platform with access to supermarket and wellness coupons
- Counselling guardians and beneficiaries on social and financial issues in their home language