Retirement

savings counselling

Make informed choices about your retirement savings as you leave Standard Bank

As you prepare to leave, you have the following options for your retirement savings:

Option 1

Keep your retirement savings invested in the fund so they can keep growing.

Option 2

Transfer all or some of your money to another fund at Alexforbes or another provider.

Option 3

Withdraw all or some of your retirement savings in cash.

Informed choices

Now that you're leaving, you need to make an important financial decision about your retirement savings.

Remember:
The two most important things you can do to make sure you have enough to live on one day when you retire from your employer are to:

  • Keep your retirement savings invested
  • Save as much as you can each month

Your options

What must I do if this is the option I want? What will happen next?
This is the easy option. You don't need to do anything. You will receive a certificate that proves that your retirement savings are invested and can keep growing. You'll be able to keep track of your savings on the Alexforbes app or by registering or logging into AF Connect.
What must I do if this is the option I want? What will happen next?
Complete a form that tells us what to do with your retirement savings and send it to us. Once we have all the documents we need and your completed form, your retirement savings will be transferred to another fund and stay invested so they can keep growing.
What must I do if this is the option I want? What will happen next?
Complete a form that tells us what to do with your retirements savings and send it to us. Once we have all the documents we need and your completed form, your retirement savings will be paid into your account after any tax has been deducted.

Follow 4 easy steps for important information about your retirement savings options.

Please go through all the steps so that you can make an informed choice that's right for you. You'll be asked to confirm each step and submit your response to the trustees at the end.


4Steps

Click Next to continue
You can go back to a section at any time before you submit your response.

Next