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9 things we know will make you feel nostalgic

Mar 07 2017 14:53

See if you can recall having any of these experiences, or find yourself nodding and saying “so true" for today’s changes!


      Retirement death benefit: fund trustees can override deceased member’s instructions

      Mar 09 2017 18:37

      According to the Office of the Pension Funds Adjudicator, the allocation of death benefits constituted the largest number of resolved cases.


      The universal pension

      Dec 04 2016 06:01

      With less than a year given to reform the pension industry, the proposed social security fund is set to benefit asset managers.


      The ombuds are on your side

      Nov 20 2016 07:54

      The SA retirement industry, valued at R3 trillion, is seeing a spike in complaints across the board as consumers become more aware of their rights and the forums for complaints.


      The role of trustees

      Sep 28 2016 16:16

      A board of trustees must work collectively, but also be independent of thought, says a management consultant.


      Six steps to simplified financial planning

      Sep 28 2016 10:45

      Trust is a vital ingredient in the relationship between client and financial planner, says an expert who provides guidelines for effective financial advice.


      Slow decline for living annuity drawdown rates

      Jul 27 2016 20:03

      The average income drawdown rate for living annuities continued its slow yet steady decline in 2015, edging a little closer to the recommended 5% of capital.


      Adult children can sabotage your retirement

      Jul 13 2016 20:09

      Supporting adult children can have a devastating effect on your chances of retiring comfortably, a financial planner demonstrates.


      Provident fund warning to fraudsters - guilty or not

      Jun 12 2016 21:00

      The ruling that a provident fund may withhold withdrawals from a member with an outstanding legal case against them holds implications for employees accused of fraud.


      Zuma signs law to appease provident fund members

      May 24 2016 10:26

      President Jacob Zuma has signed the Revenue Laws Amendment Act into law to postpone annuitisation for provident funds, the National Treasury has announced.


      Advantages of rolling returns

      Apr 28 2016 15:00

      With the myriad of data available to investors when selecting which fund best suits their investment profile, it is difficult to know which data point to use.

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