Momentum Funds at work

Momentum’s FundsAtWork is an umbrella fund solution that combines both a pension fund and a provident fund under one umbrella. The structure is designed to simplify the administration and management of employee benefits for companies while delivering significant value to employees. With multiple options to cater to varying needs, FundsAtWork provides employees with retirement planning, savings, investments, and group insurance.

Key Components of Momentum FundsAtWork

Momentum FundsAtWork is built on three essential pillars to address the diverse needs of South African employees and employers:

  1. Investments and Savings for Retirement
    FundsAtWork provides retirement savings and investment solutions to help employees meet their financial goals for retirement. With a variety of investment portfolios to choose from, employees are more likely to reach their retirement targets, thanks to a well-structured and flexible investment framework. Additionally, FundsAtWork includes multiple annuity options to help employees sustain their lifestyle post-retirement.
  2. Group Insurance for Financial Security
    Group Insurance offers essential protection against unexpected life events. This coverage includes group life, funeral, and disability insurance, ensuring employees and their families have financial support during critical times. These benefits not only provide peace of mind but also foster a sense of security among employees, knowing their families are financially protected.
  3. Value-Adding Services for Holistic Support
    Momentum goes beyond the typical benefits by offering additional services. The Employee Assistance Programme provides support during traumatic life events, and the Housing Loan Guarantee helps employees secure financing for home purchases or renovations. Additionally, Hello Doctor offers free expert health advice over the phone, promoting health and wellness among employees.

FundsAtWork Product Options

FundsAtWork offers several product tiers to meet the varying needs of employers and employees:

  • FundsAtWork Core: A basic, cost-effective option offering essential retirement and insurance benefits, such as basic death, disability, critical illness, and funeral cover.
  • FundsAtWork Founder: A straightforward plan with limited investment and insurance flexibility, ideal for employers seeking basic employee benefits.
  • FundsAtWork Provider: A balanced option providing more investment flexibility and a broad range of insurance benefits, including FlexiCovers for members who need more comprehensive coverage.
  • FundsAtWork Entrepreneur: Tailored for companies with diverse needs, this option offers a wide selection of investment portfolios and comprehensive insurance benefits, maximizing flexibility for employees.

Why Choose Momentum FundsAtWork?

Momentum’s FundsAtWork solution is designed to provide businesses with flexible and cost-effective employee benefit plans, while supporting employees’ long-term financial well-being. Here’s what sets FundsAtWork apart:

  • Flexible Contribution and Investment Options: Employers can set contribution rates, and depending on the product tier, employees can adjust their investments and contributions.
  • Robust Support Resources: Momentum provides detailed resources, including signed forms, brochures, fund fact sheets, legal updates, and newsletters to keep both employers and employees informed and empowered.
  • Compliance and Transparency: FundsAtWork adheres to POPIA and PAIA regulations, ensuring the highest standard of privacy and transparency.

Getting Started with Momentum FundsAtWork

Starting with FundsAtWork is simple. Employers can select from the product options that best align with their company’s needs, and employees can take advantage of a tailored retirement and insurance solution that secures their future. For more details on the available product tiers and to access the essential resources, visit Momentum FundsAtWork.