Featured Read.
The silent erosion: Why fees are the ultimate determinant of retirement dignity
Trevor Kingsley-Wilkins, Head: Retirement Fund Consulting at NMG Benefits Market volatility is a fact of life that fiduciaries cannot control. However, there is one variable entirely...
Latest Articles.
Wife could not prove dependency – loses death benefit claim
Muvhango Lukhaimane, Pension Funds Adjudicator The customary wife of a deceased failed in her attempt to claim a death benefit as she had not proved dependency on the deceased and was...
Culture of complicity: How Fincrime thrives in SA
Bradley Elliott, CEO of Anti-Money Laundering (AML) platform RelyComply South Africa has tightened Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations since the...
Section 37D deduction in respect of damages caused to an employer – obtaining an interdict against a fund preventing it from releasing fund benefits
Lize de la Harpe, Senior Legal Advisor: Sanlam Life & Savings: Regulatory Unit Introduction The primary purpose of a retirement fund is to provide retirement benefits and...
Too big to regulate: Who guards the giants? Inside South Africa’s SIFI rulebook
Deborah Carmichael, Executive | Banking and Finance, Jodie Muller, Senior Associate | Banking and Finance and Katleho Ntahale, Associate | Banking and Finance, at ENS Building on our...
Sanlam Health Solutions: Completing the puzzle of workforce wellbeing
Kanyisa Mkhize, Chief Executive Officer of Sanlam Corporate, and Gerald van Wyk, Group CEO: Afrocentric Group For too long, healthcare and financial planning have been managed in...
How to raise financially literate children – practical tips for parents
Mariné van Brakel, Deputy CEO at RCS RCS is urging parents to seize the moment and turn everyday activities into simple money lessons for children. Teaching basic financial habits...
Five reasons China should be on every investor’s radar
Rashaad Tayob, Portfolio Manager at Foord China is no longer an emerging market. It is already the world’s largest economy on a purchasing power parity (PPP) basis, produces more...
Financial planning considerations when investing offshore
Robyn Laubscher, Advice and Product Specialist, PSG Wealth South Africa is considered a small emerging market in global terms, with the local stock market accounting for approximately 0.40%...
Getting married? The focus talk you need to have before tying the knot
Cebile Zibi, Head of Trade Marketing at Momentum Advice The real, foundational work for a successful marriage is in the financial alignment you achieve. You’re madly in love,...
All that glitters
Izak Odendaal, Investment Strategist at Old Mutual Wealth It started with stars and a bang. The elements that form the building blocks of life on earth were created in nuclear...













