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Foreign exchange and financial stability: Why South Africa’s delisting from FATF’s greylist is a strategic imperative
Bianca Botes, Director at Citadel Global South Africa's (SA’s) anticipated delisting from the Financial Action Task Force (FATF) greylist represents a key milestone in the country's...
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Making progress on our responsible investing journey
Mike Adsetts, Chief Investment Officer at Momentum Investments In Momentum Investments’ fourth Stewardship Report, we continue to share and highlight the progress made on our responsible...
Schroders CIO Lens Q4 2023: Global asset allocation views
Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at Schroders Over the last six months, there have been encouraging developments in US inflation. With no sign of an...
Rethinking Retirement
Sonja Steyn, Head of Wealth Management Strategy at Consult by Momentum Sonja Steyn, Head of Wealth Management Strategy at Consult by Momentum, shares why we should be rethinking traditional...
Comprehensive retirement planning: What do you need to think about? (4)
Kobus Kunz - Head of Consulting, Efficient Benefit Consulting In this last instalment of our comprehensive retirement series, we look at the harsh realities of the state of retirement...
The lowdown on living annuity income payments to foreign bank accounts
Alix Moreillon, legal adviser at Allan Gray The rules around the payment of proceeds from South African long-term insurance policies to foreign bank accounts can be confusing. Alix Moreillon,...
New Two-Pot Retirement System: A boon or bane for long-term retirement savings?
Michelle Acton, Retirement Reform Executive at Old Mutual Despite the doubts over short-term tapping of savings, the benefit, in the long run, is worth the immediate access, argues Michelle...
Sitting on the fence may allow a longer-term approach
Andrew Davison, Head of Institutional Business of Old Mutual Multi-Managers Passive investment strategies have gained popularity around the world. In developed markets like the United States,...
Comprehensive industry update – several topics
Adél Gräbe, Legal and Technical Specialist at Simeka Consultants and Actuaries Format of financial statements and regulation 28 quarterly reporting FSCA Communication 19 of 2023 was issued...
Taming the inflation genie
Sanisha Packirisamy, Economist at Momentum Investments “Inflation is as violent as a mugger, as frightening as an armed robber, and as deadly as a hit man.” These words, spoken by Ronald...
Rise in complaints due to trust in Office of Pension Funds Adjudicator
Muvhango Lukhaimane, Pension Funds Adjudicator There has been an upward trend in new complaints reaching the Office of the Pension Funds Adjudicator (OPFA), moving towards pre-Covid levels....
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