Your retirement fund solution for life

The Sasfin Wealth Umbrella Retirement Fund (SWURF) is a retirement fund offering that enables members to accumulate retirement capital and access investment, insurance and healthcare solutions as part of their personal financial planning.

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Why should you establish a retirement fund for your employees?

Only employers can facilitate retirement funds that offer:

Participation in governance Wholesale pricing for retail solution Participation in design

Value add for employees is substantial

Provided the employee is guided to manage his own project, use support tools and understand the ultimate aim and understand the value proposition

Help your employees become financially independent ahead of their post-career life stage

Instil financial confidence in individuals while enhancing ability to save for retirement.

Monthly contribitions calculated from payroll

Employees can make regular contributions via monthly payroll deductions that are either invested in a pension or provident fund. A preservation fund option is also available.

Watch the video below to learn more about this offering

For an obligation-free analysis or quote, please contact us on:

012 943 6193, or alternatively we can call you back.

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Key features

Employers have access to a safe and well-governed retirement fund solution that allows their employees to save towards retirement and enables a good retirement outcome for fund members.

  • A single retirement solution for life
  • Transparency
  • Sound governance with an experienced Board of Trustees
  • Award-winning investment portfolios
  • A cost-effective retirement solution
  • Flexibility and adaptability
04 Corporates And Institution's SWURF Keyfeatures

Ask an advisor to assist you with your business solution

  • Growing your book of business
  • Not taking part in administrative activities
  • Utilising completely transparent and timely management information from our client services platform to monitor operations
  • Providing your core value add which is a professional advisory and governance service to employers and members

Contact us today


012 943 6193

Asset Consulting

011 809 7500


011 809 7500

For more information, contact us today

Crystal de Klerk on

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