Dear Pension Fund Member
The end of the year is fast approaching – I am sure many of us are looking forward to the holiday period!
Below you will find a summary of the Fund’s investment performance for the period ending 30 September 2018. If you are not sure in which investment portfolio your pension fund is invested – you can view this on www.afonline.co.za – if you have not registered for this service previously, simply click on register and follow the instructions. You will have full access within 3 working days.
On AfOnline you can view your current fund balance. If you click on the fund balance amount (in orange) you will be taken to the member value screen. You can then click on the + sign next to the University of Johannesburg fund name to view your investment portfolio. If you click on the transaction tab – you will also see all the transactions which have taken place in your account in the fund. At the top of the page you will also find a tools button which will give you access to retirement planning and budgeting tools
I also want to take this opportunity to remind you that you can make additional voluntary contributions to the fund to increase your pension savings – please do not hesitate to discuss this option with me as it can also provide your with an additional tax deduction.
We will also be having our Fund Investment Roadshows again in February next year, the dates are as follows:
APK – Monday 25 February
APB – Tuesday 26 February
DFC – Wednesday 27 February
SWC – Thursday 28 February
In these sessions we will look at each of the investment portfolios we offer in order to assist you in selecting the most appropriate portfolio.
Please make an effort to attend. The venues for these presentations will be confirmed shortly.
Our fund benefit roadshow will be taking place from 15 to 18 April.
Our financial education sessions will be taking place from 16 to 19 September. These sessions focusses on general financial matters such as budgeting and getting out of debt.
Our retirement workshops will be held on the morning of 22 May and the afternoon of 13 August. It is compulsory for each person considering retirement to attend one of these sessions – your spouse is also welcome to attend with you!
I hope to meet all of you at these sessions!
In terms of our recent communication survey, one of the questions asked related to housing loans. Unfortunately, the UJ Pension Fund does not offer housing loans. Another comment referred to the complex benefit statements the fund issues annually – we hear you and we will see how we can simplify our statements. Thank you to all who have completed the short survey.
For those of you who would still like to participate, simply follow this link – https://docs.google.com/forms/d/1Y562pkPcY4Jgvd5-qE5nYRIrYrJEvGr8bWVrVL2gru0/edit
As always – if you have any pension related queries or concerns – please do not hesitate to contact me.
Kind regards,
Evette