Carina Wessels, Executive: Governance, Legal, Compliance and Sustainability, Alexforbes Taking a cue fromcorporates on how to safeguard and future-fit our retirement funds It has been a while since the King IV Report on Corporate Governance for South Africa...
Q2 2023
Are We There Yet?
Are We There Yet? Stephan Walker Chairperson of the Retirement Matters Committee of the Actuarial Society of South Africa. In mid-December 2021,National Treasury released discussion document concerning planned and possible changes to South African retirement funds....
Beneficiary funds –supporting the guardian or caregiver rather than disempowering them
David Hurford, Chief Executive OfficerFairheads Benefit Services Beneficiary funds – supporting the guardian or caregiver rather than disempowering themThe Office of the Pension Funds Adjudicator (PFA) has recently highlighted that a Board of Trustees must have cogent...
Retirement funds must avoid these advice potholes
A retirement fund appoints a combination of service providers and the employee benefits consultant and the asset or investment consultant fulfil the key advice roles. It is important for trustees to carefully consider the roles and responsibilities and what they...
Cyber security – what the board of trustees needs to know
The vast majority of business transactions and the storage of data are done on digital platforms. In respect of retirement funds, key functions such as the maintenance of a members' individual records, monthly updates of contributions, investments/disinvestments and...
Ensuring success in 2023 and beyond by partnering with the right insurance adviser
Ensuring success in 2023 and beyondby partnering with the rightinsurance adviserChris Grieve, Executive Head: Broker Distribution, Bryte Insurance The impact that insurance brokers and advisers can have on business continuity has increased dramatically over the...
‘Out-of-the-box’ thinking for employee benefits could ultimately improve retention and employee wellbeing
'Out-of-the-box' thinking foremployee benefits could ultimatelyimprove retention and employeewellbeingAs the world shifts into a post pandemic reality, companies are having to contend with immense changes that are redefining relationship with employees.Both the great...
Boost your retirement fund website engagement with livechat: benefits and stats
Boost your retirement fund website engagement with live chat: benefits and stats In a world of instant gratification and the need for speed, having a live chat option is becoming less of an option and more of a requirement. Your members need quick and easy...
Is South Africa investable?
Izak Odendaal, InvestmentStrategist, Old Mutual Wealth For the last year or so, following regulatory crackdowns, Covid lockdowns, slowing growth and growing strategic competition with the West, many investment commentators have posed the question “Is China...
Investment Conference: clarity needed on direction of economic reforms
However, there is no clarity over the distinction between investment pledges and realised investments over the past five years. This conflation will now become a R2-trillion conundrum that will only become clearer beyond 2028. What is clear from the announced pledges is...