South African retirement-fund education · General information, not personal financial advice.How adviser referrals work
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Retirement fund guides

Plain-English guidance for South Africans making retirement-fund decisions.

Last reviewed: 30 August 2026
Resigning

What happens to my pension when I resign?

Plain-English South African guidance with current-source references and practical next steps.

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Provident fund

What happens to my provident fund when I resign?

Plain-English South African guidance with current-source references and practical next steps.

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Changing jobs

What happens to my pension when I change jobs?

Plain-English South African guidance with current-source references and practical next steps.

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Retrenchment

What happens to my pension if I am retrenched?

Plain-English South African guidance with current-source references and practical next steps.

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Preservation

Preservation funds explained

Plain-English South African guidance with current-source references and practical next steps.

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Comparison

Preservation fund vs retirement annuity

Plain-English South African guidance with current-source references and practical next steps.

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Transfer

Can I transfer my pension to my new employer?

Plain-English South African guidance with current-source references and practical next steps.

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Decision

Should I withdraw or preserve my pension?

Plain-English South African guidance with current-source references and practical next steps.

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Tax

Pension withdrawal tax: 2027 guide

Plain-English South African guidance with current-source references and practical next steps.

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Two-Pot

Two-Pot when resigning or changing jobs

Plain-English South African guidance with current-source references and practical next steps.

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Retirement

What happens to my pension when I retire?

Plain-English South African guidance with current-source references and practical next steps.

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Calculator

Withdrawal tax and cash-vs-preserve calculators

Plain-English South African guidance with current-source references and practical next steps.

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