Molo Retirement Fund Trustee

This tool will send you an email report that highlights the differences between two versions of a policy that you upload.

This document, titled "Investment returns for June 2025", provides a detailed breakdown of the performance of various Momentum FundsAtWork investment portfolios.

This article explains the key distinctions between "approved" and "unapproved" group benefits, focusing on how each type of cover affects premiums, taxation, and the distribution of death benefits.

The article stresses the importance of completing beneficiary nomination forms for unapproved group benefits to ensure a swift, direct payout to loved ones and avoid delays caused by payments to a deceased member's estate.

This topic provides guidance for beneficiaries who are dissatisfied with a distribution decision, explaining the official channels for dispute resolution.

This content piece clarifies the different categories of people who can claim a death benefit and re-emphasizes that the benefit is not part of the deceased's will or estate.

A detailed list of the documents required to submit a death benefit claim, a core function for your AI agent to assist with.

This topic provides a clear overview of the practical steps a beneficiary must take to initiate a claim and explains the legal timeline involved.

This content explains why the Board of Trustees is the central authority for distributing death benefits, clarifying their legal obligations under the Pension Funds Act, Section 37C.

The Pension Funds Act, 1956 (Act No. 24 of 1956) provides the foundational legislative framework for the registration, incorporation, and management of pension funds in South Africa. It outlines the legal duties of trustees, the rights of members, and the regulatory environment that governs all pension fund operations, including the crucial provisions of Section 37C for death benefit distribution.

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Market Analysis / Problem Statement

Laying the Foundation: Understanding Retirement Funds and Your Trustee Role

Laying the Foundation: Understanding Retirement Funds and Your Trustee Role

Laying the Foundation: Understanding Retirement Funds and Your Trustee Role

Laying the Foundation: Understanding Retirement Funds and Your Trustee Role

Laying the Foundation: Understanding Retirement Funds and Your Trustee Role

South African employers are required to comply with a range of laws and regulations that govern employee benefits. From retirement funds to workplace injury cover, each aspect comes with its own rules.

** This is a live demo. All the content you see is made up. ** molo.Comply is your personal CoFI compliance guide for South African advisers. Upload documents and get instant guidance on meeting both CoFI Bill requirements and your company's compliance policies. We guide you to make it better—with specific fixes and clear explanations. Try it!

This demonstration shows how Molo can make property searching faster, easier, and more personalised with digital-first services. Instead of paging through dozens of listings or waiting for an agent to call you back, you can chat directly with MChat - anytime, from anywhere. MChat records your requirements, emails them to you, and then works to match you with properties that suit your needs. Whether you’re buying your first home, upgrading, or just browsing, this page shows how technology can simplify the process and put you in control.

I am an artificial Benefit Councellor for the YX Employee Benefit Fund. My main function is to educate, inform, and assist members of the fund in making informed decisions about their benefits. In addition, I make sure members get the right advice when life changing events like marriage, childbirth, resignation or retirement happens.

XHealth is a demonstration scheme created by Molo to showcase how medical schemes can support members with personalised, digital-first services - from medical cover and savings options to gap cover and rewards programmes. This page shows how members can get the help they need in a faster, easier way. Instead of searching through long documents or waiting on hold, you can start a chat from anywhere and anytime.

The Molo Nominate My Beneficiary AI agent simplifies the legal complexities of the Pension Funds Act. It empowers members to securely capture and update their beneficiary nominations, ensuring their financial wishes are clearly and accurately documented.

The YX Employee Benefit Fund is a demonstration scheme created by Molo to showcase how employee benefit funds can deliver personalised, digital-first services. From life cover and pension savings to funeral cover and employee wellness programmes, members can access the support they need quickly, easily, and in their own language. Instead of paging through complicated documents or waiting on hold, members can simply start a chat — anytime, from anywhere.

I've spent most of my career in CIO and COO roles within large corporates leading technology and operations teams through change, growth, and transformation. At the heart of it all is a simple purpose: to make beautiful things, whether it’s a product, a process, or an experience that genuinely improves people’s lives. At Molo we combine tech and purpose to create innovative solutions that turn content into real and valuable client conversations.

Milo is your Mindful Leadership Coach — a calm, AI-powered companion designed to help business managers pause, reflect, and recharge. Whether you're feeling overwhelmed, stuck, or simply need a quiet space to think, Milo offers a digital couch to sit on, journal your thoughts, and access just-in-time support.

I'm Khula, your AI-powered digital teacher assessment assistant. I'm here to guide you in easily assessing children from babies to Grade R, aligning with both the National Curriculum Framework (NCF) for children from Birth to Four (including its Early Learning Development Areas - ELDAs) and the CAPS Foundation Phase. I'll help you with assessments covering Life Skills, English Home Language, and Mathematics.

The Molo Retirement Fund Trustee Portal is your central hub for mastering the complexities of all retirement fund related responsibilities. Empowering South African trustees with AI-driven insights, we ensure you navigate governance, investments, and member benefits with unparalleled expertise.

Chat, ask questions and get instant answers while you take control of your financial journey.

The Molo Call Centre demo page showcases how AI assists agents handling inquiries about employee benefits and medical aid in South Africa. The platform transforms your existing content into intelligent conversations, helping call centre agents find information quickly and easily. It also allows them to seamlessly share personalized content with customers.

You're experiencing it right now. This conversation is powered by our content - answering questions, in any language, 24/7. That's what we help you do with your content: turn articles, policies, and expertise into AI-powered conversations that qualify leads and provide instant answers.

I help organizations solve complex digital problems through better design and strategy. 25+ years experience with major financial institutions in South Africa. Currently building molo.page - transforming how businesses communicate digitally. Let's talk.

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