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- Two-Pot Retirement System | South African Revenue Service - SARS
See the two-pot calculator on the SARS Online Query System (SOQS) here The two-pot calculator is also available on eFiling and MobiApp SARS makes tax compliance easy for your two-pot savings withdrawal application Below, we answer your two-pot tax questions
- How to apply for two-pot system
The two-pot retirement system in South Africa, implemented in March 2026, allows retirement fund members to access a portion of their savings for emergencies while preserving the rest for retirement Here’s a step-by-step guide to apply or shift your retirement savings into this system:
- Two-Pot Retirement System - Gepf
Your Guide to GEPF Two-Pot Retirement Planning by Videos Our app makes it easy for you to keep track of your policy and allows you to make any changes, at anytime of the day © 2026 GEPF All rights reserved
- Two-pot system for those nearing retirement - Alexforbes
Starting on 1 September 2024, a new two-pot retirement fund system will be implemented This will affect all members, but if you were in a provident fund and 55 or older on 1 March 2021, and have stayed in the same provident fund since then, you have special options
- Two Pot Claim Form
I understand fully the implications of this withdrawal on my benefits, in particular the impact on the fund credit and years of service as they will apply to my final withdrawal amount
- Two-Pot System - Private Security Sector Provident Fund (PSSPF)
This proposal, where members will be able to access contributions from one pot, with contributions to the other pot not accessible until their retirement, is part of government’s broader retirement reforms aimed at encouraging employees to adequately save for retirement
- Two-Pot Retirement System - Consolidated Retirement Fund
Members will be able to electronically complete their applications and attach the required supporting documentation Watch the video below for more information on the withdrawal process Make an Informed Decision!
- Retirement Reform and Two Pot System - MIBFA
Pension - Two Pot counselling document Application for withdrawal from Savings Component (Two Pot) Tutorial for Online Savings (Two Pot) Application via the Website Two Pot system simplified - Provident Fund Two Pot system simplified - Pension Fund Two Pot system - FAQ Two Pot system - Provident Fund
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