Public Sector

Employees in the public sector have unique financial planning and investment needs. We are committed to empowering intermediaries who serve public servants and their clients in the public sector, with information, insights and skills.

Financial education and holistic advice amongst public sector employees is something that we take seriously. This page should support you to service your public sector clients as effectively and efficiently as possible.

For more technical information, training and tools, visit SanPort with your secure login details. We have made these resources available to help you enhance your knowledge and skills and enable you to provide advice and services to your clients in the public sector with confidence.

Latest resources available on SanPort:

Public Sector Newsfeed

- GEPF News May 2022 edition - Helping you to claim your benefits
- Request for approval - Extension of Transnet Retirement Age

General

- Video: Financial intermediaries serving the public sector
- Public Sector Strategy
- Retrenchment Tax

GEPF Educational Video Series

- The GEPF in a nutshell
- Retirement in the GEPF vs Resignation
- Possible member scenarios in the GEPF

Visit SanPort with your secure login details

Overview on the Two Pot Retirement System in the GEPF context

Source: www.gepf.co.za

Watch video

Useful Public Sector Insights

Retirement Insights | 2 min read
Unpacking Glacier’s discretionary (non-retirement) solutions
Retirement Insights | 2 min read
How Glacier supports intermediaries servicing the public sector
Retirement Insights | 1 min read
Government workers as a market for financial planning – an overview
Retirement Insights | 4 min read
Considering options for discretionary capital in the GEPF environment
Retirement Insights | 3 min read
Considering options for ‘compulsory money’ in the GEPF environment

Public Sector Summit 2023

The Public Sector Summit helped delegates identify some opportunities to service this sector, being the largest employer in South Africa. If you missed the webinar or would like to watch it again, please click on the button below.

Learn more

Additional articles to assist in servicing your public sector clients

Retirement Insights | 2 min read
What to know about preservation funds and why you may need one
Retirement Insights | 2 min read
Tax implications of retirement annuity contributions on behalf of minors
Retirement Insights | 6 min read
The 10 most important considerations when selecting a retirement income solution
Retirement Insights | 4 min read
Considerations regarding a deceased loved one’s retirement savings

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Glacier Investment Tools

Our tools guide and enable you to find the most suitable investment solutions to reach your financial goals

Glacier Retirement Income Planner

Step-by-step guidance to find the optimal combination of retirement income solutions

(For Intermediary Use)

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Glacier Solutions Guide

Find the most suitable investment solution for your unique needs

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Glacier Retirement Salary Calculator

Work out what retirement salary you’ll get, based on your current retirement savings

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