Before making a choice of pension investment administrators and / or vehicle, consider the following characteristics of the Benchmark Retirement Fund:

• The member can choose the investment portfolio(s) based on his / her own risk profile.
• The member can diversify his / her investment risk by utilising more than one investment portfolio. Up to five portfolios can be selected.
• Minimum lump sum contributions are N$50,000 while minimum recurring monthly contribution is N$1,150.
• Fees are competitive.
• The Fund provides access to some investments that may not be available to the retail investor.
• The member gains access to most registered portfolio managers in the Namibian market.
• Investment structures are transparent and not complex.
• Members may switch between investment portfolios.
• A registered broker can assist in making investment decisions.
• The Fund can accept regular contributions to top-up the member’s retirement investment. However, unless such contribution can be channeled through the employer they are not tax deductible for the member.
• Capital can be withdrawn (either partially or in full) in the first 3 years.
• The member can use a portion of his / her investment when buying a home (subject to terms of the Pension Funds Act).

Additional convenience for members

• Regular feedback

  Benefit statements can be accessed via the internet.
  A monthly performance review reflects returns of the investment managers.
  A quarterly investment report assists you to review your investment arrangement.

• Professional administration & management

  Benchmark is administered by experienced specialists employed by Retirement Fund Solutions Namibia.
  Benchmark has a track record of nearly 20 years.
  Housing loan administration.