Close to Retirement
As your retirement gets closer, you will need to review a few options and make a few decisions.
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The risks of early retirement Are you considering taking early retirement? If so, there are some very important risks to consider first, to ensure that you live comfortably through your golden years. |
You will need to know what your options are in order to make the best choices for your future.
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Step 1: Find out what your retirement benefits are Please note: If you do not understand your benefits or your options at retirement, please speak to one of our Benefits Counsellors. It is a FREE service to all members of this Fund. |
Click here to contact a benefit counsellor |
| Step 2: Understand the tax you might pay if you take any money in cash | Click here to read more about Taxation |
| Step 3: Do you have a divorce order against your benefit? |
Click here to read more about divorce orders
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Step 4: Speak to an accredited financial advisor before you make any decisions |
Click here to contact a financial advisor |
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Step 5: Complete your retirement benefit claim form What do I have to do to claim? Contact your Payroll Administrator, who will provide you with the necessary exit documentation. Kindly ensure that your exit documentation is completed in good time. |
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How to Claim
How to claim from your Savings Pot in EMERGENCIES ONLY
| Payroll Department |
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Telephone: 021 403 1234 Email: hrservices@vivoenergy.com |
| Benefits Counsellor |
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Telephone: 0860 000 381 |
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ALEX FORBES pension payroll |
