Alexforbes One – Members

Better retirement outcomes
and service from a well-managed fund.

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Important decisions you need to make

Leaving your employer

Smart moves for your next chapter

Leaving your job doesn’t mean leaving your financial future behind. With the right tools and support, you can manage your withdrawal claims independently and securely — no need to wait on HR. From tax tools to counselling and financial advice, everything you need is in one place to help you make confident, informed decisions.

Retiring from the fund

Your future, your way

Retirement might feel far off, but the steps you take today shape the life you’ll live tomorrow. Economic pressures and everyday expenses can make planning feel overwhelming — but you don’t have to go it alone. With guided digital journeys, clear written info, and access to expert advice, you can take control of your retirement path and make choices that work for you.

Two-pot

The two-pot system is designed to give you more flexibility and control over your retirement savings. Want to understand how it works and what it could mean for your money? We’ve got the latest insights and updates to help you stay informed and make smart decisions.

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Extra services and offerings

My Money Matters toolkit

Understand your money. Reach your goals.

This online toolkit gives you down-to-earth guidance for different stages of your working life, including starting a job, changing jobs, retiring, or just planning ahead. It offers guided access to content, practical tools and support to help you understand your retirement fund benefits and make better financial decisions.

My Money Matters Centre: 0860 000 381

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Communication channels

We keep in touch with members using email, WhatsApp, and our digital platform, AF Connect. Please keep your personal details up to date so that you don’t miss out on our regular communication.

WhatsApp self-service

Skip the hold music. Just send a message.

Want your tax certificate, benefit statement, fund balance, or just want to check in on your claim’s status? Just ask us on WhatsApp, anytime — no logins, no call centres, no forms. Just fast, familiar, mobile-first access and service.

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AF Connect

Your fund. Your info. In real time.

AF Connect puts your retirement and investment savings at your fingertips — anytime, anywhere, and at no extra cost. It’s your secure digital gateway to everything you need to stay on top of your financial journey.

With AF Connect, you can:

• See your savings grow with real-time access to investment balances

• Download your benefit statements whenever you need them

• Understand your fund benefits clearly and confidently

• Withdraw from your savings pot with ease

• Track your claims and stay updated

• Update your beneficiary nomination forms — no paperwork, no hassle

View more information on AF Connect.

AF Connect contact details: 0860 100 333

afonlinehelp@alexforbes.com

Login to AF Connect

AF Rewards

AF Rewards gives our members valuable discounts on day-to-day goods.

Real savings. Every day. Just for being a member.

We’ve teamed up with Randgo, a digital shopping mall, to bring you exclusive discounts on the things you use most — from groceries and wellness to travel and airtime. No points. just real value, updated monthly.

Here’s what you can enjoy:

Supermarket savings

Get exclusive coupons for Shoprite, Checkers, Checkers Hyper and Pick n Pay — helping you stretch your grocery budget further.

Wellness deals

Save on health and wellness essentials with Dis-Chem coupons that keep you and your wallet in good shape.

Travel offers

Plan your next getaway with help from expert agents and enjoy great deals through Randgo Travel.

Airtime discounts

Stay connected for less with airtime and data deals from Vodacom, Virgin Mobile, Telkom Mobile, Cell C and MTN.

More information on the rewards programme

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Communication channels

We keep in touch with members using email, WhatsApp, and our digital platform, AF Connect. Please keep your personal details up to date so that you don’t miss out on our regular communication.

WhatsApp self-service

Skip the hold music. Just send a message.

Want your tax certificate, benefit statement, fund balance, or just want to check in on your claim’s status? Just ask us on WhatsApp, anytime — no logins, no call centres, no forms. Just fast, familiar, mobile-first access and service.

View more.

AF+ (Financial solutions all in one place)

Smarter money moves, made easy

A digital platform that connects you to expertly chosen financial solutions, making it easier to make smart money decisions. Need help with debt, comparing insurance, or even getting a solar loan? AF+ gives you access to independently vetted options — all in one place. Quick comparisons. Clear options. Less stress.

More information on AF+.

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AFRIS (Alexander Forbes Retirement Income Solution)

One place for all your retirement savings

This is a personal retirement money hub that stays with you through life’s changes. It includes a preservation fund, a retirement annuity fund, and a living annuity, which means it keeps all of your retirement savings connected, protected and in control — all in one place. No need to move your money. No need to start over. AFRIS grows with you.

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Alexforbes Invest

A smarter way to grow your money

Whether you're saving for retirement, a rainy day, or a dream goal — our personal investment platform gives you flexible options, low fees, and access to expert advice or smart digital tools.

Start small, grow big.

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Information library

Issue 1 of 2025