Services for Individual and Personal Clients

We are able to assist you with all aspects of your pension plan or trust, whether it be changes to your personal details, nomination of your beneficiaries or changing your adviser.

Client portal login
Adviser Insight

Client support


Your Personal Details

Your personal details

It is important that your personal details, such as your Proof of Address, are up to date. This is to ensure that we are able to contact you or your beneficiaries as the need may be.

Check your details

To check if your details are correct, please email us here or call us on +27 (0) 21 851 5584.

Update your personal details

To update your personal details, download the following form:

Periodic Review Form

Payments and Benefits

Payments and Benefits

If you are currently receiving Pension benefits and have any questions, please email us here or call us on +27 (0) 21 851 5584.

If you would like to receive pension benefits or plan to make an additional contribution, the below forms may be of assistance:

Benefit Application Form
Loan Application Form
Additional Contribution Form

Valuations

Valuations

For an updated Valuation, please contact your Financial Adviser in the first instance. Alternatively, you can email us here or call us on +27 (0) 21 851 5584.


Change or appointment of an Adviser

Change or appointment of an Adviser

If you would like to appoint a new Financial/Investment Adviser to your Plan or change your current Adviser, please complete the following form:

Change of Adviser Form

Member Directed Investing

Member Directed Investing

If you have chosen to manage your Plan’s investments yourself, you are able to apply for this by completing the following form:

Member Directed Investing Form
Guide to Member Directed Investing for New and Existing Clients

Licensee Directed Investing

Licensee Directed Investing

Many clients prefer the Trustees to take responsibility for the investments. If this is of interest to you, please see below a link to our Licensee Directed Investing Guide.

Find out more