Saving your {{getFundTypeDisplay()}}

You have chosen to keep your retirement savings growing. This will help you to have the lifestyle you want when you retire.

The option you choose will apply to your pension and provident savings. If you need help, click here.

Keep it in the {{memberModel.getFundText()}}

Select this option if you want to keep your savings invested in your current {{memberModel.pensionOrProvString()}} Fund or if you are not yet ready to make a permanent choice.

Do I need financial advice?

This is the cheaper option if you are on the Entrepreneur product option on FundsAtWork.

You will not be charged any financial advisor commission or advice fees if you choose this option.

What will happen to my benefits?

You can take your savings in cash at any time and pay tax, or you can make a tax free transfer to another approved fund. You can also keep your savings invested until you retire.

You can keep your Multiply membership.
You can keep your access to Hello Doctor.

Because you are taking part of your retirement savings in cash you may not choose this option.

Transfer it to the
Momentum Corporate Preservation Fund

Select this option if you want to transfer to the Momentum Corporate Preservation Fund

Do I need financial advice?

We recommend that you speak to an accredited financial adviser before you make this decision. If you don't have a financial adviser, we can put you in contact with one.

Commission can be paid to your financial adviser, but only if you appoint one.

What will happen to my benefits?

You will only be able to make one withdrawal from the preservation fund, at any time, and you will pay tax. The rest of your savings will stay invested until you retire.

You can keep your Multiply membership.
You can keep your access to Hello Doctor.
You will keep your Family Protector funeral benefit.

Transfer to another Fund

Transfer to another Financial Service Provider (FSP) or to your new Fund.