South Africa’s retirement system has assets, but not enough reach
According to the 2026 Marsh CFA Institute Global Pension Index, South Africa ranks 51st out of 55 retirement systems.
Author: Moonstone Information Refinery
Retirement funds cannot outsource accountability for cyber risk
The FSCA’s practical guidance on Joint Standard 2 of 2024 sets out what retirement funds need to do to strengthen cyber resilience, oversee service providers, and prepare for cyber incidents.
RE1 and RE5: Get your regulatory examination sorted before year-end
From booking deadlines, examination fees, and what to bring on the day, here is what candidates need to know to plan for their RE1 or RE5 regulatory examination.
Financial security on paper means little when benefits fail
The Deputy Pension Funds Adjudicator and the FAIS Ombud warn that financial protection depends on more than products and paperwork.
CASA warns against using credit to gamble as online betting surges
Online gambling surged 390% in four years, with losses potentially extending beyond household finances to consumers’ long-term credit standing as debt mounts and repayments fall behind.
Fewer workers, longer retirements: the demographic squeeze on pension systems
The number of potential workers for every older person in more developed regions is projected to fall from 4.3 to 2.7 over the next 30 years.
Court blocks R426 000 pension payout amid child maintenance dispute
The judgment examines when a court can restrict access to pension benefits to protect children whose maintenance obligations remain unpaid.
South Africa ranks last for employment in global governance index
Strong results in transparency and logistics sit alongside deep weaknesses in employment, personal safety and income distribution.
Private capital fundraising surges, but investment activity slows
Pension and endowment funds contributed R4.4 billion to private capital fundraising in 2025, up from R1.6 billion a year earlier, signalling stronger domestic institutional investment.
FAIS Ombud highlights risks of failing to inform clients properly
Providers need evidence that clients were informed of material policy requirements, as a case involving a stolen Toyota Prado illustrates.
Medical evidence defeats insurer’s non-disclosure defence
The Appeal Tribunal found that the skin cancer had been completely treated, while evidence showed that the insured did not have lung disease.
Treasury’s climate framework could shape future regulatory expectations
The proposed framework is voluntary guidance at this stage, with all regulated financial institutions in scope and a proportionate approach proposed for smaller firms.
Sanlam expects Santam deal to lift returns
Sanlam says buying out Santam’s minority shareholders would support earnings growth, improve capital allocation and help lift adjusted return on equity above 20% by 2030.
FSCA imposes R4.1m penalty and 25-year debarment on Du Plessis
The case began with a public warning in 2024 over alleged unrealistic returns and claims that Du Plessis had misrepresented his links to Sanlam Private Wealth.
Twenty-year debarment for unauthorised investment scheme
The FSCA found that about R129 000 deposited into the director’s personal bank accounts was used for personal purchases rather than invested as promised.
SanlamAllianz: Can the African expansion deliver?
Integration is largely complete, but weak general insurance results and problems at its reinsurance arm are putting SanlamAllianz’s growth ambitions under pressure.
Momentum Insure targets IFA channel with Morné Stoltz appointment
Morné Stoltz’s appointment as head of Intermediary Distribution aims to strengthen Momentum Insure’s IFA channel.
