Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Attending to retirement fund death claims ito Section 37C of the Pension Funds Act (PF Act).Job Description Summary
This role is responsible for investigations on behalf of the trustees of the South African Retirement Annuity Fund (SARAF):
- Identify & trace dependants / nominees of the deceased member.
- Investigate the personal circumstances of these persons.
- Make recommendations regarding the allocation & mode of payment of the death benefits.
This role requires knowledge of all matters / laws relating to Section 37C of the PF Act. The individual applies this knowledge, skill & experience (acquired through specialization in this field) in an operational environment through own efforts.
Job Description
Attends to the above duties in respect of all death claims received on policies owned by the SARAF by:
- Complying to the provisions of the Pension Funds Act and the Rules of the Fund.
- Ability to understand, interpret & apply various pieces of legislation to sets of facts.
- Probing skills & ability to interrogate information through professional interviews.
- Consistent compliant process execution through the exercise of discretion and sound judgment with regards to investigations.
- Sound & defensible reasoning.
- Maintaining a tight case management audit trail in respect of all duties performed (which includes formal report compilation for each case).
- Consults with the Death Benefit Allocation Specialists & liaison to the Death Claims Sub-committee regarding complex and technical-legal matters.
- Ad hoc tasks.
Minimum qualifications / experience required
- Matric
- Working knowledge of Old Mutual internal systems (Omunet, Compass, AWD, Craft etc.)
- At least 2 years’ working knowledge iro Section 37C of the PF Act ito:
- Identification & investigation of dependants & nominees.
- Recommendations in respect of death benefit allocations & mode of payment.
Other requirements
- Sound consultation, collaboration & influencing skills.
- Disciplined planning / organizing skills & execution of duties.
- Sharp servicing of all claim stakeholders.
- Excellent verbal & written communication skills in this field.
- Detail focussed, thorough, analytical, and diligent.
- Ability to withstand significant work pressure.
- Creative problem-solving skills.
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Skills
Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report ReviewCompetencies
Directs WorkDrives ResultsEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducation
Matriculation Certificate (Matric)Closing Date
11 August 2026 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Skills Required
- Matric (Matriculation Certificate)
- At least 2 years working knowledge of Section 37C of the Pension Funds Act (investigations and allocations)
- Working knowledge of Old Mutual internal systems (Omunet, Compass, AWD, Craft)
- Ability to understand, interpret and apply legislation to factual scenarios
- Probing and professional interview skills for investigations
- Case management, formal report compilation and audit-trail maintenance
- Excellent verbal and written communication, attention to detail, analytical and problem-solving skills
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
