Ten years ago, Momentum had a vision: to revolutionise the employee benefits arena and make retirement funds fully responsive to their members’ needs.
In June this year, Momentum received the Employee Benefits Product Supplier of the Year award for its FundsAtWork umbrella fund from the Financial Intermediaries Association of Southern Africa (FIA). The judging was based on product, service, and relationship excellence. Since FIA members are corporate insurance brokers and licensed intermediaries, this is a prestigious award judged by the people who sell the product.
Commenting on the award, Carol Atkinson, Head of Product Development and Marketing for Momentum FundsAtWork said, “This is a high accolade for Momentum and our team. We continually strive to differentiate ourselves through product innovation, as well as aiming to provide consistently awesome service to our intermediaries and clients. This award, as judged by the FIA members, shows we are getting it right.”
FundsAtWork was launched in 2000. It now has close to ZAR 9 billion assets under management and over 135,000 members. The umbrella fund provides retirement, insurance, lifestyle and business benefits to small and mid-sized companies that cannot afford the administrative and cost burdens of running their own retirement funds.
The FundsAtWork philosophy is very simple: flexibility, transparency, value for money, and ease of use, but above all innovation. This philosophy has led to the introduction of numerous unique features that differentiate FundsAtWork, including great flexibility for individual members when it comes to choosing their individual contribution rate, insurance cover and investment portfolios, along with total transparency of all fees charged.
FundsAtWork is able to recognize individuals within a larger employer group and facilitate an understanding of their requirements. An online employer portal makes monthly exchange of information between employers and Momentum as easy as internet banking. Additional online functionality includes a fully transactional website for members, employers and brokers.
Momentum is committed to continuing to lead the marketplace through innovation, product flexibility, and meeting the needs of both employers and members.
For more information
please visit www.fundsatwork.co.za
Commenting on the award, Carol Atkinson, Head of Product Development and Marketing for Momentum FundsAtWork said, “This is a high accolade for Momentum and our team. We continually strive to differentiate ourselves through product innovation, as well as aiming to provide consistently awesome service to our intermediaries and clients. This award, as judged by the FIA members, shows we are getting it right.”
FundsAtWork was launched in 2000. It now has close to ZAR 9 billion assets under management and over 135,000 members. The umbrella fund provides retirement, insurance, lifestyle and business benefits to small and mid-sized companies that cannot afford the administrative and cost burdens of running their own retirement funds.
The FundsAtWork philosophy is very simple: flexibility, transparency, value for money, and ease of use, but above all innovation. This philosophy has led to the introduction of numerous unique features that differentiate FundsAtWork, including great flexibility for individual members when it comes to choosing their individual contribution rate, insurance cover and investment portfolios, along with total transparency of all fees charged.
FundsAtWork is able to recognize individuals within a larger employer group and facilitate an understanding of their requirements. An online employer portal makes monthly exchange of information between employers and Momentum as easy as internet banking. Additional online functionality includes a fully transactional website for members, employers and brokers.
Momentum is committed to continuing to lead the marketplace through innovation, product flexibility, and meeting the needs of both employers and members.
For more information
please visit www.fundsatwork.co.za