FAQ

Can I use my retirement annuity as collateral?

Hi. I have a pension fund with my employer - the governemtn. However, i have purchased a retirement annuity from a compnay (sanlam) to which i make monthly installments. the retirement annuity contributions are made now for only a few months. Can i use my retirement annuity as collateral for a home loan / investment. Whcih avaleu will be use, if this is the case. Is it the current valeu or teh value at the end of the term, .ie. when i retire.Can i cede my retirement annuity or can i basically use it as collateral. tha...

Why did SARS disallow the deduction of my accumulated contributions?

I live permanently in New Zealand. A few years ago, I went through the SARS & SA Reserve Bank's prescribed process to emigrate "financially" from South Africa, primarily to access the full fund value of my RA (retirement annuity) investments. Over the years, I have contributed more to my retirement annuities than allowed as deductions in the specific years, therefore I now have an accumulated amount of my own contributions not previously allowed as deductions. This amount is acknowledged by SARS and appears on my...

How can I find out what my provident fund balance is?

i want to know my provident fund balance

Can I claim my pension fund if I'm under debt review?

im employed and my pensioen fund is under alexander forbes can i claim my pension fund if i'm under debt review its for housing

How do I claim my deceased son's MIBFA death benefit?

Good afternoon, My Son past away almost 4 years ago and he worked in the metal industries. If possible to advise how I could claim his benifits. Kind regards, Shereen

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