Tax changes to disability – premiums and claims

Please take note of the following tax changes to disability, with effect from 1 March 2015

Provident and pension fund forms

These forms should be filled in by new members to any of Glassock’s retirement funds and by members wishing to withdraw from their existing benefit.

Preservation fund forms

These forms pertain to Glassock & Associates’ preservation funds, the Umbrella Plus Provident Preservation Fund and the Glassock Pension Preservation Fund.