Clients will receive multiple reminders to encourage them to complete their compulsory reassessment.
- Their initial notification appears in their LifeReturns® quotation.
- An explanation of what reassessments are and when they are due is included in the LifeReturns® Guide that is available online at momentum.co.za after login.
- In mid-December 2024 the first email reminder was sent to clients and advisers to remind them of the upcoming reassessment period in 2025.
- A second reminder (by email and WhatsApp) was sent to clients early in January 2025.
- A third reminder (by email and WhatsApp) will be sent to those clients who haven’t completed their reassessment by early March 2025, if their discount will expire in April 2025.
- A final notification (by email and WhatsApp) will be sent to affected clients early in April 2025, indicating that they have not completed a reassessment before the end of the reassessment period and that this may have a limited impact on their discount.