The Alexander Forbes Trust

When an employee or a member of a retirement fund passes away, the employer or the trustees of the retirement fund can decide to put your share of the death benefit in the Alexander Forbes Beneficiary Fund. The beneficiary fund protects your money until there is no more money left in your account, or you reach the age that is specified on your membership certificate.

The trustees of the fund

The trustees of the fund collectively have over 100 years of industry experience. They make sure that the fund meets all its financial and legal commitments. Each trustee has an area of expertise to add value to the management of the fund.

The trustees formally meet four times a year to review the legal, benefit, financial and governance framework of the fund. An annual investment workshop is also held to review the investment framework and consider new developments in the investment industry applicable to retirement funds. Sub-committee meetings are in place to deal with the day-to-day running of the fund.

Governance documents

Frequently asked questions