1. Two-Pot Update

Some important new changes for retirement funds are coming and could apply from 1 September 2024.

Confused about what the changes mean for you? Click here.

Find more information at: https://mymoneymatters.alexforbes.com/

2. Two-Pot is coming soon! Have you registered on AF Connect yet?

You HAVE to register on AF Connect if you want to withdraw from your savings come 1 September. Click here to find out how.

3. FAQs on the Two-Pot System

Get answers to your questions about the upcoming two-pot system for retirement funds, including how it affects your savings and what steps you need to take. Click here.

4. Two-Pot System Fast Fact #1: Register for AF Connect

Find out why registering for AF Connect is crucial for accessing and managing your savings pot under the new two-pot system. Click here.

Follow this simple four-step process to register for AF Connect and start managing your retirement investments online. Click here to view the registration guide.

Enhance your account security with multi-factor authentication. Learn how to set up MFA for added protection when accessing your AF Connect account. Click here.

5. Two-pot System: Fast Fact #2 - Get Answers to Your Questions

Click here and explore various resources, including WhatsApp support and the My Money Matters Toolkit, to get all the information you need about the two-pot system.

6. Two-pot System: Fast Facts - Understanding Your Vested Pot

Discover how your existing retirement savings, known as the vested pot, will be managed under the new two-pot system and what this means for your future withdrawals. Click here.

7. Over 55? Here's What the Two-pot System Means for You

All members of the Provident Fund who were aged 55 years and older on 1 March 2021, will have the choice of opting into the two-pot system.  Members will have the option to elect to participate in the two-pot system between 1 September 2024 and 31 August 2025.

Click here to complete the opt-in form.

8. Two-pot System: Fast Fact #5 - Understanding Money in Your Savings Pot

Learn how the money in your savings pot will be managed, including the initial transfer from your retirement savings and what you can expect when making withdrawals under the new two-pot system. Click here

9. Two-pot System: Fast Fact #6 - Tax and Processing Fees on Savings Pot Withdrawals

Click here to understand the tax implications and processing fees associated with withdrawing money from your savings pot, and how these deductions can impact the final amount you receive.

10. Two-pot System: Fast Fact #7 - Your Checklist for Withdrawing from Your Savings Pot

Ensure a smooth withdrawal from your savings pot by following this essential checklist, including steps to verify your tax status, required documents, and key details to avoid delays. Click here to get started.

11. Two-pot System: Fast Fact #8 - Your Options on Leaving Remain Unchanged

Even under the new Two-pot system, your options when leaving your employer remain the same. Click here to learn which funds you can access and what decisions you can make regarding your vested, savings, and retirement pots.

12. Two-pot System: Fast Fact #9 - Planning on Withdrawing from Your Savings Pot

If you're planning to withdraw from your savings pot, here are some important details you need to know, including processing times and steps for claiming. Click here for more information.

13. Two-pot System: Fast Fact #10 - Seed Capital Value Shifts with the Market

Your seed capital will grow or decrease based on market performance, so it's important to understand how investment returns impact your savings pot. Click here to learn more.