Alexforbes Invest | Pension Fund

Changing jobs? Here's what you could do with your pension fund.

If you've recently resigned or been retrenched, you might be wondering what will happen to your pension fund investment.

Overview

Pension info

Transfer pension

When you leave your current job, your pension fund will become available to you, and it'll be up to you to decide what to do next.

Your previous employer might not necessarily guide you or help with pension fund management. But don't panic. We're happy to offer you some pension advice.

Avoid the temptation to cash out your pension fund

If you take your pension fund out in cash, you’ll be taxed on the cash lump-sum. You might also find that you spend the money on short-term goals, and it'll be gone before you know it. This may end up feeling like a waste of all your hard work.

Instead, put every pension fund contribution to good use by preserving it for your future.

Get great tax benefits

A pension fund transfer to our preservation fund is tax-free. Another reason to transfer it, instead of cashing it out if you change jobs.

Do a pension fund transfer to our preservation fund

When you do a pension fund transfer to our reservation fund, you effectively preserve the lump-sum amount. This ensures that your pension fund investment will still go towards your retirement.

Benefit from our low-fee advantage

Our revolutionary Onefee model means that you only pay one, fixed fee on your investment. This could save you up to 90% in fees, leading to you getting up to 60% more out at retirement. Read more about our Onefee here.

Make your pension fund transfer as simple as possible

When you transfer your pension fund to our preservation fund, you don't have to fill in any complicated paperwork or go through any confusing processes.

Our digital, paperless investment platform makes transferring your funds straightforward and hassle-free. We even simplify the FICA process.

Preserve your pension fund investment with us today. Your future self will thank you.

Transfer my pension