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Jun 26, 20222 min read
Are online elections a viable option for ALL funds?
The Digital Revolution has transformed the way that businesses operate and attempt to meet their goals. Over the past five years, the...
Jun 26, 20223 min read
Partnerships are a must in time of PPR
Although the new policyholder protection rules (PPR’s) are a concerning matter for all parties, one thing is for sure: a strong...
Jun 26, 20228 min read
Section 37c issues arising from the case law
The distribution of death benefits in terms of section 37C of the Pension Funds Act is often tricky terrain for pension fund trustees....
Jun 26, 20224 min read
Shaping financial services to improve financial outcomes for South Africans
After six years of Benefits Barometer, an employee benefit thought leadership and research publication by Alexander Forbes, Dawie de...
Jun 26, 20222 min read
Are you being tax-smart about your retirement?
T-A-X… is a word we would all like to see banished from the earth. NO ONE likes to pay tax, but there are ways you can make tax work for...
Jun 26, 20223 min read
How to protect your finances should a retrenchment rock your finances
Standard Bank, ABSA, Group Five… Retrenchments in SA in Q2 have increased by 27% from 2018. Tongaat Hulett (5000 jobs in jeopardy) and...
Jun 26, 20223 min read
How should employers decide what benefits to offer their members?
When we think about employee benefits (EB), we tend to single out our retirement fund, but a typical EB offering is made up of much more...
Jun 26, 20222 min read
Longevity protection in a default living annuity?
Retirement fund members will now be able to secure longevity protection within a living annuity. This comes after the Financial Services...