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How to lodge a complaint with your retirement fund The FSCA released a Complaints Management Industry Review Report in March 2025. To treat customers fairly, financial institutions need to, among others, implement and maintain effective complaints management frameworks that customers can access with ease The reason for assessing these, is…

The Importance of Updating Your Will Why it matters – and why your retirement benefits are treated differently A will is one of the most important documents you can have. It clearly sets out who should inherit your belongings, property and other assets when you pass away. A well-drafted will…

Understanding the Retirement Claims Process What Bosele members and families need to know When a member of a retirement fund reaches retirement age, a formal retirement claim must be submitted so that benefits can be paid out correctly and securely. While each fund has its own administrative requirements, all South…

Importance Of Nominating A Beneficiary Making sure your loved ones are protected when you are no longer here A beneficiary nomination form is one of the most important documents you can complete as a member of a retirement fund. It allows you to tell the trustees of the Fund who…

Retirement Death Claims Process The distribution of retirement fund death benefits is governed by Section 37C of the Pension Funds Act, which, places a duty of the Fund’ s Trustees to allocate and the pay the benefit in a manner that it deems fair and equitable. In order to comply…