Use this handy Financial Planning checklist!

  • Accept new job offer.
  • Request Pension/Provident fund statement from HR
  • Request transfer option forms
  • Accept you need professional help
  • Find a Certified Financial Planning Professional® to assist you
  • Transfer your Pension/Provident fund

 


Pension Fund & Group risk benefits at new job? YES

  • Consult Certified Financial Planning Professional®
  • Budget
  • Sort out your Will & Testament
  • Additional savings plan
  • Proper financial planning is still recommended by a Certified Financial Planning Professional®

 Pension Fund & Group risk benefits at new job? NO

  • Consult Certified Financial Planning Professional®
  • You will need:
  • Budget plan
  • Income Protection
  • Will & Testament
  • Retirement savings plan
  • Medical Aid
  • Short term insurance
  • Savings plan

 You may also need:

  • Life cover
  • Severe illness
  • Additional savings

Find a Certified Financial Planning Professional®