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Jun 26, 20222 min read
Nothing can beat face-to-face
It’s funny how some things come full circle. Back in the day - before computers, fax and, later, cellphone and social media – the...
Jun 26, 20221 min read
Why you need to keep your nomination of beneficiaries forms updated
Pension fund members who do not keep their nomination of beneficiaries forms updated risk their family members being unable receive death...
Jun 26, 20223 min read
Warning to employers: Check that you have been paying contributions to your employees’ retirement fu
The as yet unreported November 2018 judgment of the high court of the Eastern Cape (Grahamstown) in Municipal Workers Retirement Fund v...
Jun 26, 20222 min read
D-day is here for the SA retirement industry: What to consider when selecting a default investment p
Treasury’s new default regulations for retirement funds are set to come into full effect from today. Among other things, they will...
Jun 26, 20222 min read
Dealing with Default Regulations: Proper education and communication essential
Today sees the South African retirement industry take one step closer to helping fund members enjoy a seamless retirement journey....
Jun 26, 20221 min read
Could quitting your cappuccino double your retirement income?
Contribute more to your retirement savings, end up with a much better pension, and save on your tax bill. Let’s say you’re 28 years old,...
Jun 26, 20224 min read
Don’t fall into the trap of complacency
2018 was a year where a few new trends started to emerge within the financial services industry. These trends would exert such an...
Jun 26, 20223 min read
What you need to know about Retirement Savings Cost (RSC) Disclosure Standards
The Association of Savings and Investment in South Africa (ASISA) has developed a standardised savings cost disclosure methodology to...