The two-pot system will affect all members of all retirement funds, but not in the same way. It depends, among others, on your age, when you joined your current fund, and whether you transferred your fund credit between retirement funds.
Atleha-edu created this easy-to-use guide for provident fund members to help you understand how two-pot will affect you.
What’s inside?
- What type of member am I?
- Which rules apply to which pots?
- What are my options at retirement?
- How will tax affect my pots?
The guide was created in collaboration with the Satawu National Provident Fund trustees, Marilyn Kamp from Robson Savage and the ASISA Foundation.
All our content is made possible through the valued support of our Consumer Financial Education (CFE) funding partners.
All content is for general educational purposes and does not constitute formal financial advice. Always consult a qualified, licensed financial professional before making any financial decisions.