Your retirement
journey matters

You can update your personal details by contacting your employer’s HR department, who will submit the changes on your behalf, or by reaching out directly to our service centre via phone or email.

Two-pot savings component claims can be submitted electronically through our secure member channels. You will need to provide your tax number and banking details. Note that withdrawals are taxed as income in the year of receipt — we recommend speaking to a financial adviser before submitting a claim.

Your latest benefit statement is available through our member portal. If you have not yet registered, contact our service centre to obtain your login credentials. Annual benefit statements are also distributed directly to members.

Complete a beneficiary nomination form available from your employer or our service centre. While the fund trustees have discretion over the final allocation, a current nomination ensures your wishes are considered. We recommend reviewing your nominations after any major life event.

When you leave employment, you have several options: transfer your benefit to a preservation fund, transfer to your new employer’s fund, or take a cash withdrawal (subject to tax). We recommend seeking financial advice before making this decision.

Once all required documentation has been submitted and verified, benefit payments are processed within 30 days. Our team will keep you informed throughout the process and contact you if any additional information is needed.