June 2022 edition
June 20, 2022
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May 30, 2022
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April 25, 2022
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March 28, 2022
Retirement reform still in progress
February 26, 2015
Inefficient structure of life insurance impact value and sustainability of cover for clients
February 23, 2015
Yet policyholders’ policies are designed, and priced, to provide the highest level of cover when their insurance need is lowest. This is confirmed by the True South insurance gap study, commissioned by the Association for…
Retirement is changing – are you ready?
November 27, 2014
We can expect a number of changes from March 2015 and beyond. And the landscape around these changes is a complex one. Increasing longevity means one’s savings need to last longer and government’s proposals around…
10X Investments launches living annuity product in SA
November 10, 2014
Tracy Jensen, Product Architect at 10X Investments (10X), says that while retirement fund members are to some extent protected from high fees and poor portfolio choices, this protection tends to fall away in retirement. “Those…
Smooth bonus portfolios: the investment world’s blue jeans
October 30, 2014
Debates in the media about the costs versus benefits of smooth bonus portfolios and the role they fulfill in the retirement industry followed the release of National Treasury’s technical discussion paper ‘Charges in South African…
SA’s retirement fund best practice winners announced
August 25, 2014
The Institute of Retirement Funds Africa (IRFA) announced its Best Practice Awards last week at the KZN ICC. The IRFA awarded Gold Standard Certificates to a number of entries who achieved the required level of excellence, with a Best In Class trophy awarded in five categories.
No need to fear retirement fund reforms
August 22, 2014
Retirement fund members’ fears about Government’s proposed retirement reforms need to be allayed. That is the view of Michelle du Toit, principal consultant at Old Mutual Corporate, who says that the rights of retirement fund members are completely protected, and the rumours currently circulating about members’ savings being locked up, taken or used elsewhere, are simply not true.
Will you enjoy a comfortable retirement?
July 25, 2014
People are not ready to retire comfortably. Statistics show that 51% of South Africa’s pensioners can’t make ends meet and that a third of them do not have enough cover for medical expenses.
Upcoming conference on retirement funds
July 11, 2014
Under the headline “Lighting the future towards a comprehensive social security” the IRFA Annual Conference from 17 to 19 August 2014 will deal with pressing issues pertaining to the implementation of National Treasury retirement reform policies that come into effect on 1 March 2015, and provide insight on how South Africa will be moving towards creating tomorrow’s legacy in comprehensive social security.
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