Rhodes University

Pension fund rules

A retirement fund cannot exist without its rules, they are the founding document/charter of a retirement fund and crucial to its functions. The rules define the purpose and business of the fund, the type of fund, the rights and obligations of members and employers participating in the fund, circumscribe the powers of the trustees and other officers, and the type of fund can be gleaned from the rules.

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Pension fund rule amendments

Familiarise yourself with the amendments to the rules through the downloadable PDF’s below

Amendment 1

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Amendment 2

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Amendment 3

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Amendment 4

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Amendment 5

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Amendment 6 & 7

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Amendment 8

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Amendment 9

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SARS Approval

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A member's guide

To The Rhodes University Pension Fund

Planning for your retirement is an important part of ensuring that you are financially secure when you stop working. The Rhodes University Pension Fund helps you plan ahead by ensuring that you receive a regular income (or pension) when you retire.

Familiarise yourself with the benefits to which you are entitled in terms of the Rhodes University Pension Fund, through the PDF’s available for download below.

Member's Guide

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Member's Booklet

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Understanding Regulation 28


Regulation 28 is issued under the Pension Funds Act (the Act) and gives effect to Section 36(1) (bB) of the Act. It aims to set limits on the extent that retirement funds can be invested across different categories of asset classes such as equities and offshore assets.

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