Preparation is knowledge

IMPORTANT NOTICE:

 

The Trustees of the Phumula Retirement Fund are pleased to advise that Alexander Forbes Financial Services (Pty) Ltd
has been appointed as the Fund’s new administrator effective 1 July 2023.

 

Please look out for Fund communication for further information. Alternatively, contact the Pension Fund Office should you have any queries.

DOWNLOAD FUND DOCUMENTS

STATUTORY ACTURIAL VALUATION

2022-06-30

(CLICK HERE TO DOWNLOAD)

ANNUAL TRUSTEES’ REPORT

Annual Trustees’ Report 2022

(CLICK HERE TO DOWNLOAD)

Nomination of beneficiary form (English)

(CLICK HERE TO DOWNLOAD)

Nomination of beneficiary form (Afrikaans)

(CLICK HERE TO DOWNLOAD)

Nomination of beneficiary form (isiZulu)

(CLICK HERE TO DOWNLOAD)

Nomination of beneficiary form (isiXhosa)

(CLICK HERE TO DOWNLOAD)

Nomination of beneficiary form (Sesotho)

(CLICK HERE TO DOWNLOAD)

FUND RULES

Rules

(CLICK HERE TO DOWNLOAD)

Rule Amendment No.1

(CLICK HERE TO DOWNLOAD)

Rule Amendment No.2

(CLICK HERE TO DOWNLOAD)

Rule Amendment No.3

(CLICK HERE TO DOWNLOAD)

Rule Amendment No.4

(CLICK HERE TO DOWNLOAD)

Rule Amendment No.5

(CLICK HERE TO DOWNLOAD)

POLICIES

Complaints Policy 2022

(CLICK HERE TO DOWNLOAD)

Investment Policy Statement 2023

(CLICK HERE TO DOWNLOAD)

DATA PROTECTION

Promotion of Access to Information Manual

(CLICK HERE TO DOWNLOAD)

PAIA Guide 2021 – All 11 Official Languages

(CLICK HERE TO DOWNLOAD)

Privacy Notice

(CLICK HERE TO DOWNLOAD)

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