Pensioners and Beneficiaries

Pensioners of the EPPF are former in-service members who retire from the service of the employer OR deferred members (over the age of 55) who elect to start receiving a monthly pension from the EPPF.

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Pensioners and Beneficiaries

Pensioners of the EPPF are former in-service members who retire from the service of the employer OR deferred members (over the age of 55) who elect to start receiving a monthly pension from the EPPF.

EPPF’s response on the topic of prescribed assets


Your EPPF recap on the two-pot retirement system


A Message from Shafeeq Abrahams, the Chief Executive and Principal Officer – Final reminder to vote for your new Board of Trustees


A Message from Shafeeq Abrahams, the Chief Executive and Principal Officer – Reminder to vote for your new Board of Trustees


A Message from Shafeeq Abrahams, the Chief Executive & Principal Officer - January 2024


A Message from Shafeeq Abrahams, EPPF’s Chief Executive & Principal Officer – December 2023


Pensioners outside SA: Why you may not have received your 2023 pension bonus last week


EPPF is proud to release its 2022-23 results


Update: EPPF’s Two-pot Talk


Pensioner Update: Pension Increase and Bonus November 2023


Coming Soon: EPPF’s Official Facebook Group


EPPF’s Two-Pot Talk


Pensioners outside SA: Submit your Evidence of Survival info or risk your pension benefits being suspended


In-service Member Update: What the Two-Pot Retirement System Means


Member Update: Expect an email or call to rate our service over the last year


Member Update - 14 July 2023


Media Release: EPPF leads industry through its Net-Zero commitment


A Message to Pensioners from Shafeeq Abrahams, the Chief Executive and Principal Officer - March 2023


Pensioners and tax season: What to do if you receive more than one income


Rule Amendment 2


Member Update January 2023


Board of Trustee Elections


A Message from Shafeeq Abrahams, the Chief Executive and Principal Officer - July 2023


Member Update July 2023 - EPPF Goes Virtual


Member Update April 2023


A Message to In-Service Members, from the Chief Executive and Principal Officer - March 2023


A Message from Shafeeq Abrahams, the Chief Executive and Principal Officer - January 2023


A Message from Shafeeq Abrahams, the EPPF Chief Executive and Principal Officer - November 2022


Member Update November 2022


EPPF INVESTMENT PERFORMANCE UPDATE (Q3, 2022)


Pension Increase and Bonus November 2022


Member Update October 2022


Pension Fund Benefits: Actuarial Factors Review 2022


Rule Amendment 1


Member Update September 2022


Member Update August 2022


Member Update July 2022


Member Update July 2022


Member Update June 2022


How EPPF members are helping job sustainability


Member Update March 2022


Message from the Chief Executive and Principal Officer


Pensioner Tax Update


Member Regulatory Update: Regulation 28 Amendments


EPPF appoints new Chief Financial Officer


Member Update - January 2022


Eskom splits off transmission division


2021 Integrated Report


Member regulatory update: Release of the Two Retirement Reform Discussion


Message from the Chief Executive


Member Update - October 2021


EPPF’s Digital Transformation Journey


The EPPF partners with Equites Property Fund in logistics deal


The Minimum Individual Reserve (MIR) explained


Congratulations to all our winners


THE ENHANCED EPPF MOBILE APP FINALLY HERE!


Amended Fund Rules


Withdrawal of retirement savings by active members


Update: Impact of recent social unrest


EPPF Operations - impact of protests


2021 Tax Certificate re-issue


Scam alert warning


EPPF Message from the Chief Executive and Principal Officer


EPPF INVESTMENT PERFORMANCE UPDATE (Q1, 2021)


MEMBER UPDATE – APRIL 2021


Member Regulatory Update


EPPF appoints new Chief Executive and Principal Officer


Member Update: Business Maverick reporting


EPPF Chief Executive and Principal Officer to step down


2020 Integrated Report


2021 Pensioner increase and bonus


MEMBER UPDATE: NOVEMBER 2020


Member Update: EPPF’s digital transformation journey


UPDATE – BUSINESS MAVERICK REPORTING ON EPPF SANCTIONED BY PRESS COUNCIL


NEW EPPF BOARD APPOINTMENTS


Announcement: COVID-19 relief special bonus for EPPF pensioners


Announcement - Eskom Employee Benefits department


EPPF changes to new pension administration system


EPPF and Global ASP matter


Trustee Elections 2019/20 results announcement


IMPACT OF CORONAVIRUS (COVID-19) AND THE RATINGS DOWNGRADE ON THE EPPF INVESTMENT PORTFOLIO


Provisional Trustee Election Results


UPDATE: EPPF OPERATIONS DURING THE 21 DAY NATIONAL LOCKDOWN AS A RESULT OF COVID-19


EPPF COVID-19 (CORONAVIRUS) MEMBER UPDATE


RESPONSE TO MEDIA ARTICLE ON EPPF’S INVESTMENT IN MPANDE PROPERTY FUND


EPPF Member/Pensioner Update - Message from the Chairman


Media report on EPPF administration


Trustee Elections : Voting phase


Former Eskom GCEO pension pay-out update


2019 PENSIONER INCREASE AND BONUS


Employee Profile: meet Tetelo Mabona


RESPONSIBLE INVESTING BY PENSION FUNDS: THE ABC OF ESG


Appointment of Ms Linda Mateza as EPPF Chief Executive and Principal Officer


EPPF calls for asset owners to promote transformation at the third EPPF Transformation Breakfast


Trustee Elections 2019/20


Supreme Court of Appeal ruling on former Eskom GCEO pension pay-out case


THE POSITION OF THE FUND ON PRESCRIBED ASSETS


Board announcement to stakeholders


The EPPF Transformation Breakfast


Eskom Pension and Provident Fund (EPPF) appoints first-ever female Chief Executive and Principal Officer


Diversity in Asset Management


Waseema Mocke: A Life of Risk and Reward


Thandie Mashego: A Reflection on One Year at the Fund


Meet Our New Chief Investment Officer, Sonja Saunderson


Yolisa Skwintshi: Innovation Worthy of Nomination


EPPF investment in China A equities


Eskom Pension and Provident Fund CFO Shafeeq Abrahams steps into CEO role


EPPF head of HR Shyless Nkuna says servant leadership is paramount


Eskom fund supports Pension Funds Act amendments


No reason entities that manage people’s data should not implement Popia now


Technology fulfils human purpose in pension fund environment


The Great COVID-19 Crisis, where is the bottom?


INFRASTRUCTURE: HOW PENSION FUNDS CAN SERVE MEMBERS – AND THE NATION


The future of transformation in the investment industry and the EPPF’s role


Responsible Investing by Pension Funds: The ABC Of ESG


Sound corporate governance depends on ethical leaders – and you and me


Power Talk December 2023


Pensioner Talk Newsletter December 2023


Pensioner Talk Newsletter September 2023


Power Talk Newsletter September 2023


Power Talk Newsletter July 2023


Pensioner Talk Newsletter July 2023


Power Talk Newsletter April 2023


Pensioner Talk Newsletter April 2023


Power Talk Newsletter December 2022


Pensioner Talk Newsletter December 2022


Pensioner Talk Newsletter July 2022


Power Talk Newsletter July 2022


Power Talk Newsletter April 2022


Pensioner Talk Newsletter April 2022


Power Talk October - November 2021


Pensioner Talk November 2021


Power Talk - June/July 2021


Pensioner Talk June 2021


Power Talk - November/December 2020


Pensioner Talk - November/December 2020


Power Talk July/August 2020


Pensioner Talk July/August 2020


Pensioner Talk May 2020


Power Talk May 2020


December Power Talk 2019


December Pensioner Talk 2019 (Festive Edition)


September Power Talk 2019


August Pensioner Talk 2019


Power Talk 3rd Issue 2019


Pensioner Talk - 2nd Issue 2018


Power Talk 2nd Issue 2018


Pensioner Talk 1st Issue 2018


Power Talk March 2018


Power Talk October 2017


Pensioner Talk November 2017


Pensioner Talk March 2017


Pensioner Talk - September 2016


Pensioner Talk - April 2016


EPPF Member Guide


Power Talk - September 2016


Power Talk - April 2016


Pensioner Talk - July 2015


Power Talk - July 2015


Power Talk - October 2014


Pensioner Talk - October 2014


Pensioner Talk - May 2013


Pensioner Talk - October 2013


Power Talk - June 2013


Pensioner Talk - December 2012


Power Talk - August 2012


Pensioner Talk - July 2012


Power Talk - March 2012


Pensioner Talk - March 2012


Power Talk - October 2011


Pensioner Talk - October 2011


Power Talk - April 2011


Pensioner Talk - April 2011


Power Talk - December 2010


Pensioner Talk - December 2010


Power Talk - May 2010


Pensioner Talk - July 2009


Pensioner Talk - April 2009


Power Talk - March 2009


Power Talk - January 2009


EPPF Annual Financial Statements 2023


EPPF Annual Financial Statements 2022


EPPF Annual Financial Statements 2021


EPPF Annual Financial Statements 2020


EPPF Annual Financial Statements 2019


EPPF Annual Financial Statements 2018


EPPF Annual Financial Statements 2017


EPPF Annual Financial Statements 2016


Fund Factsheet January 2024


Fund Factsheet December 2023


Fund Factsheet November 2023


Investment Performance Update Q3 2023


Fund Factsheet October 2023


Fund Factsheet September 2023


Fund Factsheet August 2023


Fund Factsheet July 2023


Fund Factsheet June 2023


Investment Performance Update Q2 2023


Fund Factsheet May 2023


Fund Factsheet April 2023


Investment Performance Update Q1 2023


Fund Factsheet March 2023


Fund Factsheet February 2023


Investment Performance Update Q4 2022


Investment Performance Update Q3 2022


Fund Factsheet January 2023


Fund Factsheet December 2022


Fund Factsheet November 2022


Fund Factsheet October 2022


Fund Factsheet September 2022


Fund Factsheet August 2022


Fund Factsheet July 2022


Fund Factsheet June 2022


Investment Performance Update Q2 2022


Fund Factsheet May 2022


Fund Factsheet April 2022


Investment Performance Update Q1 2022


Fund Factsheet March 2022


Fund Factsheet February 2022


Fund Facstsheet January 2022


Investment Performance Update Q4 2021


Fund Factsheet December 2021


Fund Factsheet November 2021.pdf


Fund Factsheet October 2021.pdf


Investment Performance Update Q3 2021


Fund Factsheet September 2021


Fund Factsheet August 2021


Fund Factsheet July 2021


Investment Performance Update Q2, 2021


Fund Factsheet June 2021.pdf


Fund Factsheet May 2021.pdf


Fund Factsheet April 2021.pdf


Fund Factsheet March 2021.pdf


Investment Performance Update Q3 2020


EPPF_Annual_Final_Financial_Statements_2020


Annual Financial Statements 2019


Annual Financial Statements 2018


Annual Financial Statements 2017


Annual Financial Statements 2016


EPPF Full Integrated Report 2023 (Single Page View)


EPPF Full Integrated Report 2023 (Double Page View)


Integrated Annual Report Guide for Members 2023


Integrated Annual Report Guide for Industry 2023


Integrated Annual Report Guide for Regulators 2023


Integrated Annual Report Guide for Sustainability 2023


EPPF Full Integrated Report 2022


Quick Guide for Members - Annual Report 2022


Quick Guide for Industry - Annual Report 2022


Quick Guide for Regulators - Annual Report 2022


Impact Report 2022


EPPF Full Integrated Report 2021


EPPF 2020 Valuation Results Summary


EPPF Full Integrated Report 2020


EPPF_Integrated_Report_2019


EPPF_Integrated_Report_2018


Annual Report 2017


Annual Report 2016


Annual Report 2015


Annual Report 2014


Annual Report 2013


Annual Report 2012


Annual Report 2011


Annual Report 2010


Annual Report 2009


About the EPPF


What drives us


Services


Executive management of the EPPF


Board of Trustees


Annual Reports


Statutory Annual Financial Statements


Investment Overview


Investment Principles & Beliefs


Asset Allocation


Responsible Investment


Fund Interest Rate


Fund Performance


Investment Strategy


Announcements


Newsletters


Articles


Careers


Tenders


Videos


Corporate Governance


Fund Rules


POPIA


PAIA Manual


Legislation & Useful Links


Help


Contact us


Locations


Educational brochures


Educational videos


Member guide


In-Service Members


Deferred Pensioners


Pensioners and Beneficiaries


EPPF’s response on the topic of prescribed assets


Your EPPF recap on the two-pot retirement system


A Message from Shafeeq Abrahams, the Chief Executive and Principal Officer – Final reminder to vote for your new Board of Trustees


A Message from Shafeeq Abrahams, the Chief Executive and Principal Officer – Reminder to vote for your new Board of Trustees


A Message from Shafeeq Abrahams, the Chief Executive & Principal Officer - January 2024


A Message from Shafeeq Abrahams, EPPF’s Chief Executive & Principal Officer – December 2023


Pensioners outside SA: Why you may not have received your 2023 pension bonus last week


EPPF is proud to release its 2022-23 results


Update: EPPF’s Two-pot Talk


Pensioner Update: Pension Increase and Bonus November 2023


Coming Soon: EPPF’s Official Facebook Group


EPPF’s Two-Pot Talk


Pensioners outside SA: Submit your Evidence of Survival info or risk your pension benefits being suspended


In-service Member Update: What the Two-Pot Retirement System Means


Member Update: Expect an email or call to rate our service over the last year


Member Update - 14 July 2023


Media Release: EPPF leads industry through its Net-Zero commitment


A Message to Pensioners from Shafeeq Abrahams, the Chief Executive and Principal Officer - March 2023


Pensioners and tax season: What to do if you receive more than one income


Rule Amendment 2


Member Update January 2023


Board of Trustee Elections


A Message from Shafeeq Abrahams, the Chief Executive and Principal Officer - July 2023


Member Update July 2023 - EPPF Goes Virtual


Member Update April 2023


A Message to In-Service Members, from the Chief Executive and Principal Officer - March 2023


A Message from Shafeeq Abrahams, the Chief Executive and Principal Officer - January 2023


A Message from Shafeeq Abrahams, the EPPF Chief Executive and Principal Officer - November 2022


Member Update November 2022


EPPF INVESTMENT PERFORMANCE UPDATE (Q3, 2022)


Pension Increase and Bonus November 2022


Member Update October 2022


Pension Fund Benefits: Actuarial Factors Review 2022


Rule Amendment 1


Member Update September 2022


Member Update August 2022


Member Update July 2022


Member Update July 2022


Member Update June 2022


How EPPF members are helping job sustainability


Member Update March 2022


Message from the Chief Executive and Principal Officer


Pensioner Tax Update


Member Regulatory Update: Regulation 28 Amendments


EPPF appoints new Chief Financial Officer


Member Update - January 2022


Eskom splits off transmission division


2021 Integrated Report


Member regulatory update: Release of the Two Retirement Reform Discussion


Message from the Chief Executive


Member Update - October 2021


EPPF’s Digital Transformation Journey


The EPPF partners with Equites Property Fund in logistics deal


The Minimum Individual Reserve (MIR) explained


Congratulations to all our winners


THE ENHANCED EPPF MOBILE APP FINALLY HERE!


Amended Fund Rules


Withdrawal of retirement savings by active members


Update: Impact of recent social unrest


EPPF Operations - impact of protests


2021 Tax Certificate re-issue


Scam alert warning


EPPF Message from the Chief Executive and Principal Officer


EPPF INVESTMENT PERFORMANCE UPDATE (Q1, 2021)


MEMBER UPDATE – APRIL 2021


Member Regulatory Update


EPPF appoints new Chief Executive and Principal Officer


Member Update: Business Maverick reporting


EPPF Chief Executive and Principal Officer to step down


2020 Integrated Report


2021 Pensioner increase and bonus


MEMBER UPDATE: NOVEMBER 2020


Member Update: EPPF’s digital transformation journey


UPDATE – BUSINESS MAVERICK REPORTING ON EPPF SANCTIONED BY PRESS COUNCIL


NEW EPPF BOARD APPOINTMENTS


Announcement: COVID-19 relief special bonus for EPPF pensioners


Announcement - Eskom Employee Benefits department


EPPF changes to new pension administration system


EPPF and Global ASP matter


Trustee Elections 2019/20 results announcement


IMPACT OF CORONAVIRUS (COVID-19) AND THE RATINGS DOWNGRADE ON THE EPPF INVESTMENT PORTFOLIO


Provisional Trustee Election Results


UPDATE: EPPF OPERATIONS DURING THE 21 DAY NATIONAL LOCKDOWN AS A RESULT OF COVID-19


EPPF COVID-19 (CORONAVIRUS) MEMBER UPDATE


RESPONSE TO MEDIA ARTICLE ON EPPF’S INVESTMENT IN MPANDE PROPERTY FUND


EPPF Member/Pensioner Update - Message from the Chairman


Media report on EPPF administration


Trustee Elections : Voting phase


Former Eskom GCEO pension pay-out update


2019 PENSIONER INCREASE AND BONUS


Employee Profile: meet Tetelo Mabona


RESPONSIBLE INVESTING BY PENSION FUNDS: THE ABC OF ESG


Appointment of Ms Linda Mateza as EPPF Chief Executive and Principal Officer


EPPF calls for asset owners to promote transformation at the third EPPF Transformation Breakfast


Trustee Elections 2019/20


Supreme Court of Appeal ruling on former Eskom GCEO pension pay-out case


THE POSITION OF THE FUND ON PRESCRIBED ASSETS


Board announcement to stakeholders


The EPPF Transformation Breakfast


Eskom Pension and Provident Fund (EPPF) appoints first-ever female Chief Executive and Principal Officer


Diversity in Asset Management


Waseema Mocke: A Life of Risk and Reward


Thandie Mashego: A Reflection on One Year at the Fund


Meet Our New Chief Investment Officer, Sonja Saunderson


Yolisa Skwintshi: Innovation Worthy of Nomination


EPPF investment in China A equities


Eskom Pension and Provident Fund CFO Shafeeq Abrahams steps into CEO role


EPPF head of HR Shyless Nkuna says servant leadership is paramount


Eskom fund supports Pension Funds Act amendments


No reason entities that manage people’s data should not implement Popia now


Technology fulfils human purpose in pension fund environment


The Great COVID-19 Crisis, where is the bottom?


INFRASTRUCTURE: HOW PENSION FUNDS CAN SERVE MEMBERS – AND THE NATION


The future of transformation in the investment industry and the EPPF’s role


Responsible Investing by Pension Funds: The ABC Of ESG


Sound corporate governance depends on ethical leaders – and you and me


Power Talk December 2023


Pensioner Talk Newsletter December 2023


Pensioner Talk Newsletter September 2023


Power Talk Newsletter September 2023


Power Talk Newsletter July 2023


Pensioner Talk Newsletter July 2023


Power Talk Newsletter April 2023


Pensioner Talk Newsletter April 2023


Power Talk Newsletter December 2022


Pensioner Talk Newsletter December 2022


Pensioner Talk Newsletter July 2022


Power Talk Newsletter July 2022


Power Talk Newsletter April 2022


Pensioner Talk Newsletter April 2022


Power Talk October - November 2021


Pensioner Talk November 2021


Power Talk - June/July 2021


Pensioner Talk June 2021


Power Talk - November/December 2020


Pensioner Talk - November/December 2020


Power Talk July/August 2020


Pensioner Talk July/August 2020


Pensioner Talk May 2020


Power Talk May 2020


December Power Talk 2019


December Pensioner Talk 2019 (Festive Edition)


September Power Talk 2019


August Pensioner Talk 2019


Power Talk 3rd Issue 2019


Pensioner Talk - 2nd Issue 2018


Power Talk 2nd Issue 2018


Pensioner Talk 1st Issue 2018


Power Talk March 2018


Power Talk October 2017


Pensioner Talk November 2017


Pensioner Talk March 2017


Pensioner Talk - September 2016


Pensioner Talk - April 2016


EPPF Member Guide


Power Talk - September 2016


Power Talk - April 2016


Pensioner Talk - July 2015


Power Talk - July 2015


Power Talk - October 2014


Pensioner Talk - October 2014


Pensioner Talk - May 2013


Pensioner Talk - October 2013


Power Talk - June 2013


Pensioner Talk - December 2012


Power Talk - August 2012


Pensioner Talk - July 2012


Power Talk - March 2012


Pensioner Talk - March 2012


Power Talk - October 2011


Pensioner Talk - October 2011


Power Talk - April 2011


Pensioner Talk - April 2011


Power Talk - December 2010


Pensioner Talk - December 2010


Power Talk - May 2010


Pensioner Talk - July 2009


Pensioner Talk - April 2009


Power Talk - March 2009


Power Talk - January 2009


EPPF Annual Financial Statements 2023


EPPF Annual Financial Statements 2022


EPPF Annual Financial Statements 2021


EPPF Annual Financial Statements 2020


EPPF Annual Financial Statements 2019


EPPF Annual Financial Statements 2018


EPPF Annual Financial Statements 2017


EPPF Annual Financial Statements 2016


Fund Factsheet January 2024


Fund Factsheet December 2023


Fund Factsheet November 2023


Investment Performance Update Q3 2023


Fund Factsheet October 2023


Fund Factsheet September 2023


Fund Factsheet August 2023


Fund Factsheet July 2023


Fund Factsheet June 2023


Investment Performance Update Q2 2023


Fund Factsheet May 2023


Fund Factsheet April 2023


Investment Performance Update Q1 2023


Fund Factsheet March 2023


Fund Factsheet February 2023


Investment Performance Update Q4 2022


Investment Performance Update Q3 2022


Fund Factsheet January 2023


Fund Factsheet December 2022


Fund Factsheet November 2022


Fund Factsheet October 2022


Fund Factsheet September 2022


Fund Factsheet August 2022


Fund Factsheet July 2022


Fund Factsheet June 2022


Investment Performance Update Q2 2022


Fund Factsheet May 2022


Fund Factsheet April 2022


Investment Performance Update Q1 2022


Fund Factsheet March 2022


Fund Factsheet February 2022


Fund Facstsheet January 2022


Investment Performance Update Q4 2021


Fund Factsheet December 2021


Fund Factsheet November 2021.pdf


Fund Factsheet October 2021.pdf


Investment Performance Update Q3 2021


Fund Factsheet September 2021


Fund Factsheet August 2021


Fund Factsheet July 2021


Investment Performance Update Q2, 2021


Fund Factsheet June 2021.pdf


Fund Factsheet May 2021.pdf


Fund Factsheet April 2021.pdf


Fund Factsheet March 2021.pdf


Investment Performance Update Q3 2020


EPPF_Annual_Final_Financial_Statements_2020


Annual Financial Statements 2019


Annual Financial Statements 2018


Annual Financial Statements 2017


Annual Financial Statements 2016


EPPF Full Integrated Report 2023 (Single Page View)


EPPF Full Integrated Report 2023 (Double Page View)


Integrated Annual Report Guide for Members 2023


Integrated Annual Report Guide for Industry 2023


Integrated Annual Report Guide for Regulators 2023


Integrated Annual Report Guide for Sustainability 2023


EPPF Full Integrated Report 2022


Quick Guide for Members - Annual Report 2022


Quick Guide for Industry - Annual Report 2022


Quick Guide for Regulators - Annual Report 2022


Impact Report 2022


EPPF Full Integrated Report 2021


EPPF 2020 Valuation Results Summary


EPPF Full Integrated Report 2020


EPPF_Integrated_Report_2019


EPPF_Integrated_Report_2018


Annual Report 2017


Annual Report 2016


Annual Report 2015


Annual Report 2014


Annual Report 2013


Annual Report 2012


Annual Report 2011


Annual Report 2010


Annual Report 2009


Memorial Page

In Remembrance

Oct 2023 - Dec 2023

Title

First Names

Surname

Age

Date of deathD.O.D

A-B

MRS

WILHELMINA MAGDALENA

ALEXANDER

81

10/29/2023

MRS

ANNELI RACHELE

APPELGRYN

58

11/29/2023

Mrs

MARTHA

APRIL

61

11/1/2023

MRS

NOSAKHELE

BANGAZILE

98

11/2/2023

MRS

RITA ANNE

BARNES

91

11/22/2023

MR

RONALD CLAUDE

BATTEN

87

10/10/2023

MRS

WILHELMINA ALEXANDER

BEHR

85

10/13/2023

MNR

SYDNEY GODFREY

BESTER

79

11/17/2023

MRS

NONTSIKELELO

BLAKFESI

49

12/3/2023

MR

MARK ROBERT BAXTER

BLEAKLEY

88

11/20/2023

MR

LESLIE GRAHAM

BOOTH

75

11/29/2023

MNR

DAVID JOHANNES

BOTES

79

10/29/2023

MNR

JOHANNES JACOBUS

BOTHA

84

11/6/2023

MRS

EMMARENTIA PETRONELLA

BOTHA

82

11/28/2023

Mr

RETIEF

BOTHA

78

11/19/2023

MRS

GLORIA ANNA

BOUCHET

83

11/24/2023

MNR

JOHANNES MATHYS

BRITS

83

10/8/2023

MRS

IONA ANGELINE BEATRICE

BROWN

81

11/24/2023

    C-D

    MR

    JOSE GONSALVES

    CHADINHA

    88

    11/12/2023

    MRS

    MAUTATA ANNAH

    CHATSANA

    79

    11/23/2023

    MRS

    LETTIE MAMAHLATSI

    CHEGO

    61

    10/15/2023

    MRS

    WILHELMINA FARQUHAR

    CHISHOLM

    93

    10/10/2023

    Mrs

    JEAN

    CLIFF

    88

    11/3/2023

    MRS

    SYLVIA ANN

    COATES

    89

    10/22/2023

    PETRONELLA CATHARINA ALETTA

    COERTZE

    69

    11/17/2023

    MRS

    MARIA ELIZABETH

    COETZEE

    87

    10/18/2023

    MNR

    JAMES IGNATIUS

    COETZEE

    85

    11/27/2023

    Mr

    ANDRE LEON

    COLEMAN

    66

    11/6/2023

    MR

    DESMOND ARCHIBALD

    DAMSTER

    92

    10/26/2023

    MRS

    MAGARETHA ELORINA

    DE BEER

    92

    11/11/2023

    Ms

    ANNE MARIE

    DE BRUYN

    54

    11/6/2023

    MEV

    JANETTE CLASINA

    DE NECKER

    67

    10/2/2023

    MR

    CHRISTIAAN PETRUS ADOLF

    DIEDERICKS

    81

    11/12/2023

    MRS

    PHOGCILE

    DLAMINI

    93

    11/15/2023

    Mr

    ALLAN DENVER

    DOLIVEIRA

    63

    10/21/2023

    MRS

    HESTER CECILIA SMITH

    DU PLOOY

    84

    11/28/2023

    MNR

    Johannes Lodewikus

    DU PREEZ

    77

    10/20/2023

    Mr

    NKOSIYETHU

    DUMA

    66

    11/7/2023

    MR

    MADODA BISHOP

    DYANTYI

    74

    11/7/2023

      E-F

      MR

      JOHN GORDON

      ELLISON

      93

      11/11/2023

      MNR

      ALBERTUS ABEL

      ERASMUS

      79

      12/4/2023

      MR

      PETRUS PAULUS

      ERASMUS

      76

      10/1/2023

      MR

      JOHN HENRY NAUDE

      FARRELL

      74

      11/24/2023

      Mrs

      MARIA CATHERINA

      FOURIE

      58

      10/10/2023

      MRS

      YVONNE AMY

      FOWLER

      91

      10/18/2023

        G-H

        MRS

        MARIE

        GENIS

        80

        11/15/2023

        Mrs

        NONTOAZITHETHWA RIENED

        GIGABA

        69

        11/10/2023

        MNR

        NICOLAAS CHRISJAN PIETERSE

        GOUWS

        74

        11/13/2023

        MNR

        CHRISTIAAN MAURITZ

        GROBBELAAR

        82

        10/19/2023

        MNR

        HENDRIK FREDERIK

        GROBLER

        86

        10/26/2023

        Mr

        PIETER ALBERTUS

        GROBLER

        66

        11/30/2023

        Mrs

        ELIZABETH JACOBA

        GROVE

        79

        12/5/2023

        MRS

        NOMPUMELELO ELLA

        GUSHA

        89

        10/15/2023

        MNR

        MNWANA ROGERS

        GWINTSA

        85

        10/4/2023

        MRS

        MAVIS NOMATHAMSANQA

        HADABE

        64

        12/4/2023

        MNR

        HERMAN GERARD

        HANEKAMP

        71

        11/27/2023

        MRS

        NELLY MARGARET EILEEN

        HEIDTMANN

        79

        10/13/2023

        Mrs

        EILEEN MARGARET

        HOLDER

        80

        11/20/2023

        Mrs

        LYN

        HOPKINS

        83

        10/3/2023

        MR

        THELMAN FRANCOIS

        HORN

        75

        10/19/2023

          I-J

          MR

          GEOFFREY MORRIS

          JANES

          96

          10/28/2023

          RICHARD STEVEN

          JARDINE

          94

          11/17/2023

          MR

          XWASHU

          JIBILIKILE

          88

          10/6/2023

          Mr

          PETRUS JACOBUS

          JOUBERT

          66

          11/3/2023

            K-L

            ANNA MAGRIETA

            KATZKE

            81

            12/7/2023

            MRS

            NONAYILESE

            KENKEBE

            69

            11/2/2023

            SYLVASIA NONTLANTLA

            KHAMBULA

            71

            10/27/2023

            MRS

            NCINELENI MARIA

            KHANYILE

            73

            12/4/2023

            MR

            FRANCES KHABANE

            KHOTSO

            72

            11/6/2023

            MRS

            JULIET ZIBUYILE

            KHUMALO

            65

            11/6/2023

            Mrs

            MURIEL ANSIE

            KINSELA

            84

            10/24/2023

            MNR

            GERT

            KLEYNHANS

            80

            12/7/2023

            MR

            QATIKO

            KOTI

            72

            11/20/2023

            MRS

            MARIE MAGDALENA

            LANGSTON

            87

            11/17/2023

            Ms

            GONKE TESSA HERMI

            LANTERME

            77

            10/28/2023

            MR

            MARVEL GEROME

            LE ROUX

            65

            10/23/2023

            MRS

            BAOETSE ONICA

            LEBUSO

            83

            11/26/2023

            MR

            MONYAKE ABRAMHAM

            LECHOO

            78

            10/23/2023

            MR

            NEPHTALY MABOE

            LENKO

            72

            11/9/2023

            ANNETTE

            LERM

            78

            10/4/2023

            MRS

            AMELIA MAKHATISO

            LETLOFA

            83

            10/28/2023

            MR

            NTSHAVHENI JACKSON

            LIPHADZI

            73

            11/28/2023

            MRS

            PHOPHI AZWIHANGWISI

            LIVHALANI

            73

            10/4/2023

              M-N

              MR

              ZWELIBANZI AARON

              MABANGULA

              76

              11/16/2023

              MR

              SOLLY PHILLIP

              MABENA

              70

              11/27/2023

              Mr

              THEBE JEREMIAH

              MABUNGU

              66

              11/6/2023

              MR

              NKULUMO JAMES

              MABUZA

              64

              10/25/2023

              Mrs

              NOLASI

              MACALA

              77

              12/5/2023

              MRS

              LESEDI ELIZA

              MADUPE

              73

              11/28/2023

              Mrs

              NOWONGILE VICTORIA

              MAGODLA

              80

              12/6/2023

              MRS

              THANDI MARTHA

              MAGOLEGO

              63

              10/5/2023

              Mrs

              BETTY

              MAHLANGU

              74

              11/29/2023

              MR

              JEREMIAH KLEINBOOI

              MAHLANGU

              72

              11/15/2023

              Mr

              MAKOMANE SAMUEL

              MAHLOKO

              69

              10/27/2023

              MISS

              ANNA JACOMINA

              MAKKINK

              72

              11/3/2023

              MRS

              RAMASHIGO MARIA

              MAKUA

              80

              11/4/2023

              MR

              MATHANGANA ISIAH

              MALIBA

              98

              11/2/2023

              KWARI HESSIE

              MALINGA

              81

              11/25/2023

              MR

              NGUSHA JAMESON

              MALINGA

              76

              11/13/2023

              MRS

              DINA MASHIANYANE

              MAMOSHI

              59

              10/9/2023

              Mr

              PAULOS TEMBA

              MANANA

              79

              11/3/2023

              MRS

              NONKOHLAMTU MAGGIE

              MANGALISO

              70

              11/26/2023

              MRS

              MARIA PETARENELLA

              MARKHAM

              96

              10/10/2023

              MRS

              MANTSHIUWA JEMINA

              MASEKO

              60

              10/16/2023

              Mr

              PIET

              MASHILOANE

              69

              10/24/2023

              MRS

              POPIE BETTIE

              MASHILOANE

              65

              11/12/2023

              MR

              MZIMBILI ESSAU

              MASHININI

              100

              11/9/2023

              MR

              MVINJELWA FATMAN

              MASOMBUKA

              78

              11/28/2023

              MR

              MDAU SOLOMON

              MATHABELA

              75

              10/15/2023

              MR

              TUZELELE JOHANNES

              MATOMANE

              74

              10/4/2023

              MR

              KALOSHI MORRIS

              MAZWI

              77

              10/11/2023

              Mr

              THEMBINKOSI WILLIAM

              MBALI

              61

              10/10/2023

              Mrs

              ESTHER MAKHOSAZANA

              MBHELE

              67

              10/9/2023

              MR

              MAGEQE MOSES

              MBINGO

              70

              10/2/2023

              MRS

              MARJORIE MOFFATT

              MCNAUGHTON

              89

              11/12/2023

              Mr

              MBUZENI

              MDLETSHE

              73

              10/8/2023

              MRS

              ALICE MARTHA

              MDLULI

              71

              10/14/2023

              Mr

              Dennis Alexander

              MEIKLE-BRAES

              63

              11/26/2023

              Mr

              GEORG PHILLIPUS

              MEINTJES

              96

              11/25/2023

              MRS

              NOMVUYO SYLVIA

              MENE

              83

              10/15/2023

              MR

              MADLIMALI ABEL

              MHLANGA

              86

              11/24/2023

              MNR

              JOHN HENRY

              MITCHELL

              81

              11/26/2023

              MR

              MTSHIKOLO ERNEST

              MIYA

              75

              10/22/2023

              MR

              JIKAJIKA

              MKENKE

              74

              12/4/2023

              MR

              SATAN

              MKHATSHWA

              84

              11/17/2023

              MRS

              SALAZE

              MKHIZE

              85

              10/6/2023

              Mr

              GULANA ALBERT

              MLAMBO

              77

              10/18/2023

              Mr

              BEKIE SOLOMON

              MNGOMEZULU

              67

              10/5/2023

              ZODWA ELSIE

              MNISI

              46

              11/14/2023

              Mrs

              MIENA

              MNYAKA

              78

              10/15/2023

              MISS

              REBECCA

              MOAGI

              76

              10/11/2023

              MR

              ELIAS DUGMORE MOLEFI

              MOKATSANE

              70

              11/29/2023

              MR

              HOLOANE MARITENS

              MOKOANA

              86

              11/2/2023

              MR

              SETIMELA WILSON

              MOLA

              97

              11/2/2023

              MMAKAPA GWENNIAH

              MOLALE

              76

              10/6/2023

              Mrs

              MIRIAM

              MOLLER

              78

              11/16/2023

              MRS

              RAISIBE MAPOSA

              MOLOTO

              80

              10/8/2023

              Mrs

              LYNETTE BAXTER

              MOMBERG

              68

              11/19/2023

              MR

              DIRKIE ANDRE

              MOOLMAN

              65

              10/8/2023

              MR

              RICHARD WILLIAM

              MORRIS

              89

              10/31/2023

              MEV

              LIDIA CATHRINA

              MOSES

              60

              10/2/2023

              MRS

              EMILY

              MOSIA

              86

              11/11/2023

              ROBERT WILLIAM

              MOSTERT

              64

              11/24/2023

              Mrs

              NANKI NANCY

              MOTIANG

              68

              11/20/2023

              MRS

              THENGANI JOYCE

              MSEZANE

              83

              12/5/2023

              MZIMI FLORENCE

              MSHIBE

              69

              10/12/2023

              MR

              JABULANI ENOCH

              MSIBI

              71

              10/19/2023

              Mrs

              BUSANGANI NINA

              MSIBI

              62

              12/1/2023

              MRS

              LIMAKATSO PAULINA

              MSIMANGA

              78

              11/27/2023

              MRS

              SEBENZILE

              MSOMI

              78

              10/31/2023

              MRS

              MPATSHASI SOPHIE

              MTHOMBENI

              87

              11/16/2023

              Mr

              MANDLA UTRICK

              MTHOMBENI

              77

              11/4/2023

              MRS

              JULIA

              MTSHALI

              106

              12/4/2023

              MRS

              TSHENGISILE MITCHEL

              MTSHALI

              62

              10/30/2023

              Mr

              SONOSAKHE

              MTUNGWA

              68

              10/28/2023

              MRS

              ANNA MAGDALENA

              MUNRO

              89

              10/14/2023

              MNR

              WILLEM ANDRIES

              NAUDE

              89

              10/21/2023

              MR

              SIYANDA BRUCE

              NCAMISO

              44

              11/11/2023

              Mrs

              MAKANA ANNAH

              NDHLOVU

              65

              10/21/2023

              MR

              WELE HENRY

              NDWALAZA

              76

              10/25/2023

              Mr

              NALEDZANI ROBERT

              NEMANAME

              67

              12/3/2023

              MRS

              KHANYISIWE LELE

              NENE

              87

              10/7/2023

              Mr

              GEORGE

              NENE

              64

              11/5/2023

              MRS

              MAMBILA

              NGOBENI

              96

              11/6/2023

              MRS

              WENDY BETHUSILE

              NGOBENI

              59

              10/4/2023

              MR

              ZONDI ARON

              NGOMA

              70

              10/11/2023

              Mr

              BUSANI JAN

              NGWENYA

              61

              11/10/2023

              MRS

              HLEZIPHI THOMO

              NGWENYA

              61

              10/25/2023

              NULL

              ZIBIZANI

              NHLENGETHWA

              85

              10/12/2023

              MRS

              CHRISTINA CATHARINA FREDERIKA

              NICHOLAS

              86

              10/29/2023

              NULL

              CHRISTINA CATHERINE FREDERIKA

              NICHOLAS

              86

              10/29/2023

              MR

              GIJA SIZE

              NKALA

              87

              12/2/2023

              Mrs

              NCANE MARTHA

              NKOSI

              77

              11/19/2023

              MR

              SIBONGISENI THOMAS

              NOMBAMBO

              77

              10/30/2023

              MR

              NGIZI

              NOTA

              86

              10/3/2023

              MRS

              LYDIA BELINA

              NTANDANA

              67

              10/22/2023

              MRS

              ALINA MATSOELA

              NTSALA

              76

              12/1/2023

              Mrs

              MAVIS THEMBISILE

              NTSHINGILA

              71

              11/24/2023

              MR

              SAMUEL PETRUS

              NTULI

              87

              11/29/2023

              MRS

              BATHABILE PRETTY

              NYAMBI

              44

              11/26/2023

              Mrs

              DWALILE JULIA

              NYONI

              72

              11/14/2023

                O-P

                MRS

                WILHEMIENA

                OLIFANT

                71

                11/23/2023

                Mrs

                MARGRIETHA ELIZABETH

                PALMER

                80

                11/23/2023

                Mrs

                MARIE

                PAULSE

                80

                10/2/2023

                MRS

                MASEILE ELISA

                PHOLOANYANE

                82

                10/10/2023

                MRS

                DAPHNE HILDA

                PIETERSE

                80

                11/22/2023

                Mr

                NICOLAAS ALBERTUS PETRUS

                POOL

                78

                11/14/2023

                Mrs

                CATHARINA HESTER JOHANNA

                POTGIETER

                76

                10/17/2023

                MEV

                PETRONELLA JACOBA

                PRETORIUS

                73

                10/11/2023

                  Q-R

                  MR

                  MANDLA

                  QOZA

                  72

                  11/6/2023

                  Mr

                  MATOME

                  RAKGAKOLE

                  67

                  10/19/2023

                  MEV

                  ESTER

                  REYNECKE

                  87

                  11/7/2023

                  MRS

                  HELEN

                  ROBBINS

                  99

                  10/13/2023

                  MR

                  RAYMOND GORDON

                  ROBINSON

                  74

                  10/2/2023

                    S-T

                    Mr

                    MESHACK

                    SAKATI

                    61

                    10/6/2023

                    MNR

                    HENDRIK LOUIS

                    SCOTT

                    82

                    10/2/2023

                    MR

                    MSHUSHISI WILTON

                    SHEKWA

                    71

                    10/15/2023

                    MRS

                    MAGRIETA MARTHA

                    SIBANYONI

                    77

                    12/4/2023

                    Mr

                    MBULAHENI CARLSON

                    SIBIDE

                    77

                    10/15/2023

                    MRS

                    NTOMBIKAYISE LINAH

                    SIFUNDA

                    75

                    10/25/2023

                    MRS

                    TYEKWA EVELINA

                    SILINDA

                    83

                    10/6/2023

                    MRS

                    ASSA ELLINAH

                    SIMANGO

                    83

                    11/21/2023

                    MRS

                    SETHULELE ESTER

                    SIMELANE

                    81

                    11/3/2023

                    MRS

                    NTOMBEZISHOYO EUNICE

                    SIMELANE

                    71

                    11/12/2023

                    MRS

                    SAMARIA HLEZIPHI

                    SINDANE

                    69

                    10/29/2023

                    Mrs

                    GABOITSIWE SUZANNE

                    SISING

                    87

                    11/25/2023

                    MRS

                    MARIA TSHABISANG

                    SITHOLE

                    88

                    10/5/2023

                    MRS

                    REMAKETSE IMELDA

                    SIYALI

                    64

                    10/15/2023

                    MR

                    STEFANUS DE CLEREQ

                    SMAL

                    101

                    12/5/2023

                    MRS

                    CORNELIA JOHANNA

                    SMAL

                    93

                    11/13/2023

                    MAUREEN FAY

                    SMITH

                    94

                    11/23/2023

                    MR

                    ERIC LEONARD

                    SMITH

                    88

                    10/28/2023

                    Mr

                    JOSEPH KENNETH

                    SMITH

                    80

                    11/11/2023

                    MR

                    JOHN ARMSTRONG

                    SMITH

                    78

                    10/31/2023

                    MNR

                    CORNELIS ALWYN

                    SMITH

                    71

                    10/5/2023

                    Mr

                    DAVID BENJAMIN

                    SNYMAN

                    76

                    10/20/2023

                    MR

                    DAVID BENJAMIN

                    SNYMAN

                    76

                    10/20/2023

                    MRS

                    PIETRO MAGDALENA

                    STRYDOM

                    70

                    11/21/2023

                    MNR

                    FREDERIK JOHANNES JACOBUS

                    SWIEGERS

                    69

                    10/2/2023

                    MR

                    PHINEAS PHUTI

                    TAU

                    73

                    11/16/2023

                    Mr

                    SENYATJA JONAS

                    TEMA

                    73

                    10/8/2023

                    Mr

                    NICOLAAS JACOBUS

                    TERBLANCHE

                    73

                    10/21/2023

                    MNR

                    JOCOBUS JOHANNES

                    TERBLANCHE

                    65

                    11/26/2023

                    Mr

                    JOSEPH MOSOTHO

                    THAMAE

                    75

                    11/9/2023

                    Mr

                    FLORIS PETRUS

                    THIRION

                    64

                    11/18/2023

                    MR

                    DANIEL JACOBUS

                    TIEMIE

                    71

                    12/1/2023

                    MR

                    MABANDLA FRANS

                    TLEMA

                    78

                    11/12/2023

                    MR

                    MPOYAN JOHN

                    TSEHLA

                    94

                    11/8/2023

                    MR

                    ANDREW

                    TWYFORD

                    58

                    11/25/2023

                      U-V

                      Mrs

                      MARIA MAGDALENA

                      UYS

                      80

                      10/29/2023

                      MRS

                      SUSARAH CORNELIA

                      VAN EMMENIS

                      74

                      11/4/2023

                      MEV.

                      ANNA CATHARINA DOROTHEA

                      VAN NIEKERK

                      82

                      11/3/2023

                      MR

                      FREDERICK GORDON

                      VAN NIEKERK

                      72

                      10/21/2023

                      SUSANNA MAGDELENA

                      VAN OORDT

                      78

                      11/21/2023

                      Mrs

                      BARBARA ANN

                      VAN SCHOOR

                      85

                      10/21/2023

                      MNR

                      JOHAN JURGENS

                      VAN ZYL

                      90

                      10/25/2023

                      MRS

                      JOHANNA MAGDALEEN

                      VAN ZYL

                      70

                      11/14/2023

                      Mr

                      CHRISTIAAN RUDOLF

                      VENTER

                      70

                      11/28/2023

                      MEV

                      ADRIANA CECILIA

                      VERMAAK

                      84

                      11/30/2023

                      MEV

                      MARTHA FRANCINA MARIA

                      VISAGIE

                      91

                      10/27/2023

                        W-X

                        MEV

                        ANNA MAGRIETA

                        WATERBOER

                        81

                        10/5/2023

                        Mrs

                        ANNA SUSANNA MAGDELENA

                        WILKEN

                        71

                        10/29/2023

                        NOMALAWU

                        XOBISO

                        72

                        10/31/2023

                          Y-Z

                          Mrs

                          NOMATHEMBA IVY

                          ZAMANI

                          71

                          11/8/2023

                          MRS

                          EDITH KHOTATSO

                          ZIMBA

                          65

                          10/20/2023

                          MR

                          SAMUEL HUMPHREY

                          ZITHA

                          64

                          10/12/2023

                          MR

                          SITHEMBISO MORRIS

                          ZOZO

                          69

                          11/20/2023

                          MR

                          DUMISANI ABRAHAM

                          ZULU

                          63

                          11/26/2023

                          MRS

                          KHUBA JOHANNA

                          ZWANE

                          83

                          11/25/2023

                            A message to our loved ones

                            Pensioners of the EPPF are former in-service members who retire from the service of the employer and draw a pension from the EPPF.

                            Children over the age of 21 (major children) or any other beneficiaries/nominees of a death benefit can renounce their benefit by completing the Renunciation of Benefits Claim Form. Click here to download the form and submit to the Fund.

                            Spouses of deceased members and pensioners of the EPPF, as well as qualifying children in receipt of a pension are beneficiaries of the EPPF.

                            Normal Retirement


                            The EPPF’s compulsory retirement age is 65 years. However, in-service members may retire early from age 63 without penalties, subject to the employer’s conditions of service. The benefit is based on 2.17% of the in-service member’s annual average pensionable salary over the last year before retirement, for each year of pensionable service.

                            Early Retirement

                            An in-service member may retire early after reaching age 55 years. The benefit is a pension calculated in terms of a pension formula, reduced by the penalty factor of 3.9% per year for each year before age 63 years.

                            Ill-health retirement

                            An in-service member may retire at any age as a result of ill-health, provided that the Board of Trustees approves a recommendation by the EPPF Medical Panel in this regard. The benefit is calculated by making provision for a pension based on the in-service member’s pensionable salary and pensionable service accrued up to the actual retirement date plus 75% of the service that would have been completed by the in-service member from that date to the pensionable age.

                            Death after retirement

                            On the death of a pensioner, a lump sum equal to R3000 is paid to the surviving spouse or the estate;

                            Plus

                            The qualifying child/ren (biological or legally adopted children under the age of 21) are eligible for the monthly pension until the age of 21. A pension to the surviving spouse equal to 60% of the deceased pensioner’s pension at retirement before commutation, including any subsequent increases;


                            Plus

                            A further pension of 30% (for one eligible child) or 40% (for two or more eligible children) of the deceased pensioner’s pension at retirement before commutation, including any subsequent increases, in respect of any eligible children.

                            If there is no spouse’s pension payable, the percentage in respect of a single eligible child is increased to 60% of the deceased pensioner’s pension at retirement before commutation, including any subsequent increases. For two or more eligible children, the total percentage is increased to 100% of the deceased pensioner’s pension at the time of retirement before commutation, including any subsequent increases.

                            If there are no spouse’s or children’s benefits payable, a benefit equal to the excess amount of the lump sum, as specified below, over the total benefits paid to the pensioner until the time of death is paid to the estate. The lump sum comprises the following:

                            - A lump sum of R3000;

                            Plus

                            The greater of the two following calculations:

                            i. Twice the annual pensionable salary at retirement, less the pension benefits received since retirement;

                            Or

                            ii. The annual pensionable salary at retirement plus 10% of the final average pensionable salary per year of pensionable service, less pension benefits already received.

                            • Submit your change of details to the EPPF in writing by post, email, or by logging onto your profile.
                            • Please provide your unique number, the previous details, and the new details to be updated.
                            • Click here to log into your profile via the website or Click here for EPPF contact and postal details.

                            • Log into your profile to download the Beneficiary Nomination Form. Please make sure that you  complete the Deferred Pensioner Beneficiary Nomination Form in detail.
                            • Submit the signed form to us by email, post or hand deliver it to our head office in Bryanston  Johannesburg. Alternatively, you may deliver the documents at either of our regional offices. Click here for all contact details.
                            • We recommend that you send posted forms via registered post to enable tracking of the form.
                            • You may contact our Call Centre to confirm receipt and capturing of your nomination form.

                            Triennially, the Eskom Pension and Provident Fund (“EPPF”), as per the EPPF Fund Rules, requires you, our pensioner, to complete an Evidence of Survival (“EOS”). The purpose is to verify your existence and to further ensure that our records/data are up to date for us to continue to pay your pension. 


                            How do I submit my EOS?

                            Your EOS can be submitted through one of the following options:


                            1. USSD 

                            The EPPF has launched its Unstructured Supplementary Service Data (USSD) functionality as part of the new channels. This service allows you to use your mobile phone to submit your EOS. Utilising the USSD platform means that you do not have to fill in any forms, go to the police station or worry about your form reaching the Fund on time:


                            • Simply dial *134*20072# and follow the prompts.
                            • Please ensure that you provide a response on the screen within 30 seconds to avoid the session being timed out (this is a security feature). If your session times out, you will be required to recapture the short code and start all over.
                            • Once complete, you will receive notification of your successful submission.

                            NOTE: Please follow the guide on the link below, should you require assistance:

                            EOS USSD Guide


                            2. Electronic Form (e-Form)   

                            For those that have access to the member portal an e-form is available for direct update of your record. Follow the guidelines outlined in the guide on this link: EOS e-Form Guide. Please ensure that you are registered on our safe and secure member portal. 

                            Pensioners who have not yet registered, please register here and follow the guidelines outlined in the getting started manual. Click here to access the manual.

                            To upload scanned copies of your EOS form on the member portal, please follow the guidelines by clicking here.  Documents must be less than 5MB and in PDF.


                            3. Physical Evidence of Survival (EOS) Form

                            The option of physical Evidence of Survival (EOS) is still available.    

                            1. For those who do not have access to a mobile phone or the Member Portal on the EPPF website please read, complete and print the EOS form.
                            2. Once completed and printed, the EOS form must be stamped and certified by a Commissioner of Oaths. A Commissioner of Oaths can be found at magistrates’ offices, attorneys’ offices, banks, post offices and police stations. Alternatively, Affirming Authority stamps can be used. These can be found at the following places: Lawyers or notary public (who are members of a recognised professional body), actuaries or accountants (who are members of a recognised professional body), members of the judiciary as well as Directors, managers or company secretaries of a bank or regulated financial services business.
                            3. When taking the EOS form to be certified, please take your identity document or passport with you. Please also ensure that both forms include your signature and are returned to the Fund.

                            To return the forms to the Fund, e-mail a copy of the form to webupdate@eppf.co.za


                            What happens if I don't submit my EOS form?

                            If the Fund does not receive your EOS by the payroll closing date, the payment of your pension will be suspended until the EPPF receives your form. The implications of not submitting on time can be far reaching e.g. aside from not receiving a pension, certain third party deductions may not be processed,  e.g. medical aid payments etc.


                            Are widows; widowers and guardians with minor children required to submit an EOS?

                            Yes. Widows, widowers, and guardians with minor children in receipt of a pension, as well as disabled children in receipt of a lifelong pension, is required to submit an EOS. The following should be noted:

                            • Each widow/widower and child in the household who receives a pension must submit their EOS through one of the channels, and
                            • In the case of a minor child or a disabled child, the guardian must submit an EOS on behalf of the minor or disabled child.

                            Pre-Retirement Counselling

                            All members exiting the Fund are required to meet with a Retirement Fund Consultant (RFC) six months before their exit. The purpose of the counselling is to assist and provide you with information needed to make an informed decision when retiring. The RFC will also guide you as to what is required in the completion of the Retirement application form.

                            Retirement application

                            The member with the help of Human Resources (HR) must complete the application form.

                            This application form is used to process the pension as per the member’s instruction.

                            If previously divorced, members are encouraged to submit their divorce documents to the Fund to prevent delays in processing as the divorce documents are to be reviewed by the Fund’s legal team.

                            Documents

                            All documents requested on the application form must be provided to the Fund before the member’s exit where the quality assurance pertaining to the documents can be completed. These can be provided electronically.

                            Last Contribution

                            The EPPF will wait for the final confirmation and the last contribution. The contributions are received from the employer by the 7th of the month after your retirement and once allocated. Thereafter, the applicable interest rates are loaded at which time the claim processing commences.

                            Calculation

                            The member’s final retirement calculation is done in accordance with the Fund rules.

                            Tax

                            The retirement calculation is sent to SARS to confirm the tax deductible on the benefit.

                            Cash lump sum

                            The member is paid the Nett cash lumpsum value if he/she has opted for that.

                            Monthly Pension

                            The arrear monthly pension is loaded along with any deductions as indicated by the member. Thereafter, the pension will run monthly by means of the EPPF’s payroll system.

                            Letter

                            The member is sent a welcome letter providing them with their monthly pension value and the tax certificate.

                            Pensioner Card

                            The card is produced and posted to members which enables them to get discounts, this could be store or region specific.

                            The Fund is notified of the death by a family member or via the monthly payroll which does an upload from the Department of Home Affairs.

                            The applicant needs to complete a Death Application form. This form provides information that the Fund requires to load the spouse and/or eligible children.

                            The applicant is to provide the Fund with the relevant supporting documents as indicated on the application.
                            ‍‍
                            The final pension value is calculated in accordance with the rules of the Fund.

                            The monthly pension values along with any deductions as indicated on the application is loaded.

                            The arrear monthly pension is paid. Thereafter the pension is run by means of the EPPF’s payroll system on a monthly basis.

                            A payment letter is sent to the beneficiary(ries) providing them with the details of their monthly pension.

                            A payslip is provided to each recipient of a pension on a monthly basis.

                            Please complete a Consent to Receive Email Payslips and Correspondence form which is available via the member portal. Once you have completed the form, please fax or post it back to the EPPF. Click here to log on to the member portal and access the form.

                            The spouse’s pension is payable for the duration of your lifetime, regardless of whether you remarry or not.

                            Depending on the investment performance of the EPPF, the Board of Trustees may declare a bonus which is payable in December of that year. Pensioners are advised in December of each year whether a bonus is payable through a newsflash.

                            There are various factors which contribute to your tax fluctuating:

                             

                            In December there was a bonus paid so your tax deduction was different from other months;

                             

                            In January there was a pension increase which also created a difference in tax payable;

                             

                            In the February payroll medical aid contributions increased. Pensioners aged 65 years and older used to get a full medical aid rebate. However as medical aid contributions increase the taxable income decreases.

                             

                            The new tax year begins in March. The Fund’s payroll system annualises tax based on the latest tax earnings and the last year’s tax tables. Since the Fund’s pension payroll runs in advance on the 1st of each month, new tax tables for the new tax year are always implemented in the April payroll. However, please note that the new tax tables implemented in April are implemented retrospectively to the March payroll as per tax changes announced in the budget speech. This means that your tax on the April payroll will include the March payroll deduction adjustments. Your tax should then stabilise from the May payroll onwards.

                            Section 18(2) of the Income Tax Act has been repealed. This means that pensioners who are 65 years and older are no longer granted the full medical aid rebate by the employer during the tax year. Instead they are granted the medical tax credits by the employer according to the number of dependants they have on their medical aid. The section of the Income Tax Act that deals with medical aid tax credits is section 6A of the Income Tax Act.

                             

                            Medical aid medical aid expenses (such as medication, doctor’s consultations etc.) and tax credits in respect of expenses are granted during the assessment year of tax returns. Should it happen that the pensioner has paid too much tax due to medical expenses not being deductible by the employer; SARS will refund the excess to the pensioner.

                             

                            Medical aid contributions and medical expenses are granted in terms of section 6B of the Income Tax Act.

                             

                            The Medical Scheme Fees Tax Credit for individuals is a credit which applies in respect of contributions paid by the pensioner who has a taxable income up to the last day of the tax year to a registered medical scheme. The amount of credit is based on the following values per month in the year of assessment in respect of which the contributions were paid in respect of the pensioner, the pensioner’s spouse and any other dependants.

                            The employer’s contribution is not disclosed on the payslip but it is disclosed on the tax certificate under the deduction code 4493. The pensioner’s own medical aid contributions are disclosed under code 4005. Both of these amounts are added to form the total medical aid contributions, which is listed under code 4497, the medical aid tax credits are disclosed on code 4116, the medical aid expenses will be disclosed on code 4120 as a zero value since EPPF is not privy to pensioner’s expenses so the medical expenses credit will be granted by SARS.

                             

                            SARS gets this information when the Fund submits the tax certificates on the pensioners’ behalf during the employer annual submission time.

                             

                            For taxable income rates, rebates and tax thresholds applicable to individuals for each financial year, visit the South African Revenue Services’ website on www.sars.gov.za.

                            The Evidence of Survival (EOS) form is used by the EPPF to ascertain whether people in receipt of a pension from the EPPF, who live outside South Africa are still alive and are rightfully in receipt of a pension. EOS forms are sent out annually to pensioners living outside South Africa and pensioners have a few months in which to complete them from the date on which the form is sent to them.

                             

                            The EPPF always advises pensioners of the opening and closing dates for EOS form submission. Should the EPPF not receive your form by the EOS submission closing date, your pension will be suspended until the form is received. Please contact the EPPF if you have not received an EOS form or Click here to log into your profile and download the form.

                            Yes, you are still obliged to submit your returns as a confirmation of the information submitted by the employer on your behalf. In your instance, the EPPF represents the employer as the provider of a monthly income.

                            An AA88 is a garnishee order issued to the employer (the EPPF) against you by SARS for monies owed by yourself to SARS. Monies owed are usually due to non-submission of tax returns and non-payment of tax owed. An AA88 was previously referred to as an IT88.

                             

                            When the employer or the EPPF receives this garnishee order it is required by law to comply and deduct the amount owed to SARS from your pension and pay it over to SARS on your behalf. This might affect your other deductions, as a SARS garnishee order takes precedence over other deductions.

                             

                            Please contact your nearest SARS office to resolve your outstanding tax issues. You can contact SARS on 0800 00 72 77.

                            To change your banking details when you relocate to another country, you must submit the following documentation to us:

                             

                            Original, certified copy of your identity document or passport

                            An original, completed, International Banking Form (IBF). The IBF must be completed by the bank to which you want to transfer your benefit, or by your foreign exchange service provider.

                             

                            Click here to log into your profile and download the IBF.

                             

                            Remember to also advise us of your change in address. Click here to contact us in order to update your address and other contact information.

                            2024

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                            Closing Date: Pensioner Payroll Changes

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