Welcome to the ISASA Retirement Fund
As a new member, you will need to get familiar with the Fund, complete some important forms and make a few decisions. It is important to become an informed member of the Fund. There are lots of ways to do this and places where you can get help when you need it.
Step 1: Get to know your Fund, how it works, how much you contribute and your benefits by reading the member guide. |
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Step 2: Read about the benefits you have in the Fund |
Go to BENEFITS in the menu above. |
Step 3: Complete your Nomination of Beneficiary Form and your Funeral Nomination form (very important) |
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Step 4: Read up about the Fund investments and if you are comfortable to remain in the Default Goals-Based LifeStage Model, you don’t have to do anything. Or complete the Investment Option Form if you wish to select one of the portfolios on offer. If you do not complete this form, you will be invested in the Default Goals-Based LifeStage Model. Please note: before you decide to choose an investment portfolio, please speak to a financial advisor. See the details below. |
Click here to read more about the Fund investments. |
Step 5: Register on the Secure Member Portal to see your own values and how your Fund Accumulated Credit grows |
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Step 5: Get help and advice to help you plan for your retirement and understand your benefits |
Click here for contact details of financial advisors and benefits counsellors |
Step 6: Stay on top of what is happening in the Fund |
Click here to read important communication from the Fund. |
And just for fun! Become financially savvy and grow your wealth by playing our fun simulation |
Click here to read short, interesting articles on how to become financially savvy Click here to play our LivFin$mart Simulation |
If you do not understand your benefits or need financial advice, no worries, just click here.
E-mail: isasa@oldmutual.co.za
Tel: 0860 466 466
WhatsApp Service: 0860 933 333
Need help on the Secure Member Portal?
0860 60 65 00 or
Email: Help-Secure@oldmutual.com
Leaving the Fund? Member quotations: 0860 455 455 or
Email: isasa@oldmutual.co.za
Financial Advice and need help understanding benefits: 0860 388 873 or
Email: Membersupportservices@oldmutual.com
Pensioner Support
Pencare: Tel: 0860 40 60 90 or
Email: pencarehelpdesk@oldmutual.com