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Jun 26, 20223 min read
Do you have a proper annuity strategy for your employees?
According to Statistics SA’s 2019 population report, 9% of the population is 60 years or older, and the proportion of elderly persons...
Jun 26, 20223 min read
How to have your retirement cake and share it, too
In these financially trying times when many people are retiring or being offered early retirement, investors are faced with financial...
Jun 26, 20225 min read
The rise of Umbrella Funds – making the right decisions
There has been a major shift in the retirement fund industry from private standalone funds to multi-employer commercial umbrella funds....
Jun 26, 20224 min read
What a weekly family feast meal and women’s financial health have in common
Phenomenal women have achieved incredible success across all disciplines in the last few decades. Yet opportunities for women in respect...
Jun 26, 20223 min read
Latest Momentum claim statistics paint a different picture for women
Between January and December 2019, women made up just below R1.3bn (28%) of Momentum’s claims with cancer and mental health related...
Jun 26, 20224 min read
Minimum skills and training requirements for board members of retirement funds
Introduction The Financial Sector Conduct Authority (FSCA) recently published the final Conduct Standard prescribing the minimum skills...
Jun 26, 20221 min read
Beneficiary Funds - Supporting Guardians and beneficiaries during Covid-19
The administration of death benefits on a Fund is - even under normal circumstances - no easy task. Family members of the deceased,...
Jun 26, 20223 min read
The long and short of longevity: a woman’s perspective
Longevity is an accelerating macro trend. World Economic Forum (WEF) research shows that we now live a decade longer than our parents’...