Preserve your savings
Use a preservation fund to protect your retirement savings
Explained by our expert
About me
Megan specialises in retirement planning and member support, with experience spanning retirement fund consulting, employee benefits and regulatory compliance. She holds a BCom Law degree from the University of Johannesburg, has completed her LLB at UNISA and is a member of the Pension Fund Lawyers Association. Currently working towards a Master’s in Commercial Law with a focus on retirement funds, Megan brings a strong legal foundation to her work — helping SURF members better understand their retirement savings and make informed financial decisions
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Video Transcript
When withdrawing because you’ve left a job for any reason, you don’t have to cash out: you can transfer to your new employer's fund, move to a preservation fund or transfer to a retirement annuity. All of these options will keep your money invested and growing tax-free until your actual retirement.
