Dear Pension Fund Member

May this fresh beginning ignite your spirit with renewed hope, courage, and determination. Embrace the endless possibilities ahead, and let your dreams soar. Remember, with each new day comes a chance to rewrite your story, to create moments  of joy, and to inspire others with your resilience and kindness. Here’s to a year filled with growth, success, and endless  opportunities to shine brightly. Let’s make every moment count!

Investment Update for 2023

As always we start the year by looking at what happened in 2023. The investment markets play a big role in helping us reach our retirement goals. To assist us in reviewing the 2023 investment markets, we will be hosting investment webinars with the Fund’s investment consultants from Alex Forbes. Please join us. The sessions will take place on 27 and 29 February via MS Teams:

27 February at 11:30

Click here to join the meeting

Meeting ID: 359 302 060 414
Passcode: GhUBpm

29 February at 12:00

Click here to join the meeting

Meeting ID: 346 291 676 209
Passcode: puq6CC

In summary, attached, please find the Fund’s quarterly investment report. The investment returns for the periods ending 31 December 2023 were as follows:

More information will be provided and discussed during the webinar sessions.

Financial Advisory / Coaching Sessions

Mr Rhett Banfield will once again be visiting our campuses to assist you in your retirement planning, setting up a will and testament – or any financial matters you might need assistance with. Should you wish to meet with him, please refer to the attached flyer and book your spot!

2024 Pension Fund Events

The UJ Pension Funds will be hosting a range of events during 2024. I trust you will be able to attend some of these sessions. More information will be provided closer to the session date:

As always, take care!

Regards

Evette