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Infrastructure – some post-Budget thoughts for trustees, by Tshepiso Appie at Mergence Investment Managers
Infrastructure naturally enough featured large in the 2026 Budget, much as it was also highlighted in the State of the National Address. The Finance Minister said that government...
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The how, when, where and why of Warren
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth The end of an era approaches. Warren Buffet, probably the greatest ever investor, will be retiring at the end of this...
Shielding your wallet from rising healthcare costs – at any age
Brian Harris, General Manager Operations at Turnberry Management Risk Solutions Healthcare needs change throughout life, but one constant remains: the risk of medical expense...
OPFA Communication 1 of 2025 – Update on application of in duplum rule
Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate Introduction The recent judgment in the matter of Blue Crane Route Municipality v Municipal Workers Retirement Fund...
Private markets present opportunities despite US policy uncertainty
Nils Rode, Chief Investment Officer, Schroders Capital Despite current challenges, our outlook for new private markets investments remains optimistic, although we are cognisant of...
Paid-up members and the definition of “pension interest” when dealing with divorce orders
Adel Grabe, Legal and Technical Specialist at Simeka Consultants and Actuaries The pension interest of a retirement fund member may be divided upon divorce. The interaction between...
Mid-year money check-in: Relief in sight, but caution still key
Sebastien Alexanderson, Head of National Debt Advisors As we reach the halfway mark of 2025, South Africans are navigating a mixed financial landscape. On one hand, petrol prices are...
Moms kick-start credit confidence
Afua Darko, Head of Business at Sanlam Credit Solutions In a world where time is short and demands are endless, South African moms are doing it all – raising families, building...
Global research reveals how AI is revolutionising financial planning
Press release from the Financial Planning Standards Board As artificial intelligence (AI) rapidly becomes an invaluable tool, new global research released today reveals insights into...
Money lessons I learnt from my mother and grandmother
Therèse Havenga, Head of Business Transformation at Momentum Savings This Mother’s Day, I’m reminded that the early money lessons I’ve learnt didn’t come from textbooks or formal...
RMCP enforcement is here, and the consequences are real
Sameer Kumandan, MD of SearchWorks360 Having a Risk Management and Compliance Programme (RMCP) isn’t just a procedural formality - it is a legal requirement under Section 42 of the...
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