Preservation Fund FAQ

What is the standard tax-free portion of a preservation fund?

I was retrenched in 2002 and transferred my full pension to a pension preservation fund. Can you perhaps assist and advise: will the R34 000 tax-free portion fall away completely if I made a partial...

Will pre-retirement implementation affect my preservation fund?

Hi I am planning on resigning next year February or March. With the implementation of P-day happening 01-03-2014, will that affect me should I decide to withdraw my full lump sum or invest it in a p...

Can I resign at age 53 and access my retirement fund?

Can I resign at the age 53 and access all my pension gratuity?

Should I transfer my provident fund upon resignation?

I have resigned and am leaving a large corporate at the end of the month. One of the options stated to me by the company is that I could continue as is, i.e. leave my provident fund with the company's...

Can I reverse a fund transfer?

Hi, I transferred my funds from GEPF to a preservation fund and was not advised that I could only withdraw 1/3 of the balance. Can I get this transaction reversed? I resigned to start my own busine...

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