How to make a Savings Pot Withdrawal

 

Members who were 55 or over on 1 March 2021: the deadline to opt in for the Two-Pot system is 1 September 2025. Click here to read the article.

 

 

 

 

Follow the below steps to register on AF Connect:

  • Register at https://online.alexforbes.com/ 
  • Select "Register" and complete the required fields to complete the registration process. 
  • You will be sent a confirmation email or SMS based on the registration contact channel selected. 
  • Once registered, login using your AF Connect credentials to view your latest fund value and/or make a savings pot withdrawal claim. 

If you experience any issues with logging in or registering, send an email with your ID number and screenshot of the error message to AFOnlineHelp@alexforbes.com

  • If you were a member of the Fund on 1 March 2021 and you were 55 years or older, and you remained a member of the Fund until 1 September 2024, you will be automatically excluded from the two-pot retirement system changes unless you opt in. You may complete an opt-in form by clicking here. You have until 31 August 2025 to submit an opt-in form. 
  • If you are a member with a defined benefit underpin (minimum guaranteed benefit), you should consider how making a withdrawal from your savings pot will impact your years of pensionable service. 

To see a demonstration of how to claim your savings anytime on or after 3 September 2024 watch the video below or click here.


Additional Resources:

  • A two-pot calculator is available on Alex Forbes' mymoneymatters website https://mymoneymatters.alexforbes.com/twopot.html. Please read the disclaimers on the tool carefully. 
  • For the two-pot retirement system newsletter and FAQ, click here.
  • To watch the Fund's two-pot seminars, click here. 

Contact the Fund:

If you require any further information regarding two-pot specifically, please email the Fund's dedicated two-pot email address: UNISARF_twopot@unisa.ac.za