Tebogo Marite, Communications Specialist at Allan Gray The two-pot retirement system, which was implemented on 1 September 2024, aims to combat both immediate and long-term hardship by...
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Death benefits and section 37C – the duty to identify and trace dependents
Lize de la Harpe, Senior Legal Advisor, Sanlam Corporate Introduction When a member of a retirement fund dies before reaching retirement age (and if the rules of the particular...
Markets anticipated an escalation in the middle east conflict
Maarten Ackerman, Chief Economist at Citadel As the Middle East conflict continues to escalate, investors may be understandably concerned about the potential impact on their...
Two-pot truths for SA’s burning retirement questions
LIze de la Harpe, Senior Legal Advisor at Sanlam Corporate Just over a month into the rollout of South Africa’s Two-pot retirement system thousands of citizens have navigated the...
Death and taxes: A South African tale
Prof Haroon Bhorat, Chair: Investment Committee at Sygnia One of the most important relationships in economics, almost intrinsically understood, is that taxes are both necessary for an...
All stakeholders must strengthen trust in the two-pot system, says PFA
Muvhango Lukhaimane, Pension Funds Adjudicator In drafting the operational report of the annual report of the Office of the Pension Funds Adjudicator several months ago, Muvhango...
Index-Tracking Balances Costs and Returns in High-Fee Markets
Yusuf Wadee, Head of Exchange-Traded Products at Satrix* Investors worldwide are grappling with high investment fees. For example, 34% of global investors surveyed in a recent bfinance...
How are sustainable beliefs being reflected in pension funds’ asset allocation?
Willem Schramade, Head of Sustainability Client Advisory at Schroders Strategic Asset Allocation (SAA) is of paramount importance to achieving pension funds’ risk-return objectives and...
Redefining success for YOUTH: How does Gen Z’s definition of success differ from other generations?
Nkosinathi Mahlangu, Youth Employment Portfolio Head at the Momentum Group The idea of success has changed significantly over the past few decades. For many Gen Xers and Baby...
Home or car expenses, and short-term debt, are the top two reasons for Two-Pot withdrawal requests
Guy Chennells, Chief Commercial Officer at Discovery Corporate and Employee Benefits In line with industry expectations that debt repayment would be a key reason for requesting Two-Pot...
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