With World Financial Planning Day approaching, it is the ideal reminder to meet with your financial adviser and review your financial position. To help you prepare, Jaco Prinsloo, certified...
Risk and reward: the secret to understanding your investment profile
If you are a member of a Defined Contribution fund, as most South African fund members are, the investment return that you earn on your fund contributions has a direct impact on how much money you...
Is the “shrinking” JSE a sign of a sinking ship?
The number of companies listed on the JSE has decreased from 776 to 331 over the past 30 years, with over 14 companies delisting every year on a net average basis. This has spurred market...
The Merits of ‘Axe to Grind’ Whistleblowing Reports
The misuse of the word ‘malicious’ in whistleblowing laws and policies can misguide the handling of ‘axe to grind’ reports. When Dale Horne of Whistle Blowers Ethics Hotline asked me to share my...
HR departments have seen the financial strain Covid-19 has placed on South Africans
Seeing many South Africans – even those who are fully employed – battle during the Covid-19 pandemic, Desiré Pauw, Divisional Executive for Human Capital at Momentum Investments, shares her tips on...
Beneficiary funds – Some inspiring real-life stories
In late 2020, Fairheads Benefit Services held a series of webinars in various languages under the heading of “Planning for your future”. The webinar panelists discussed how beneficiary fund members...
Annuity innovation no oxymoron
While annuity solutions have been the primary source of retirement income for South Africans for decades, they tend to receive criticism for not keeping up with the evolving retirement landscape....
Understand your Medical Aid Benefits during ‘Open Season’
South Africa is entering medical aid ‘open season’, where members can change their specific option. It is opportune to consider your requirements and benefits, rather than simply remain on the same...
Emerging Asset Manager Survey Listed Investments – August 2021
Driving member behaviour towards a movement for change at Retirement Fund BEE level? The Financial Sector Transformation Council (FSTC) has requested that the top 100 South African Retirement Funds...
Population numbers to redefine our country and its dispensation
The night of October 9/10th marks a decade since the last population census was rolled out in all areas across the country and it serves as countdown to the next population count in February 2022. A...
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