Defined-benefit pension conversion dispute turns on fund’s rules
The fund’s calculation was found reasonable by an independent actuary, but the OPFA held that the rules did not authorise the conversion method.
Industry News
ESG risks move from sustainability agenda to investment-risk lens
Alexforbes’ Stewardship Report argues that governance, water security, and other ESG factors are increasingly being evaluated for their effect on company value and long-term returns.
Financial firms urged to rethink graduate training as AI automates junior work
The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.
Amplify adds R4.1bn in former Glacier feeder funds to offshore range
The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.
Why retirement advice isn’t changing behaviour
Access to education and information has expanded, but the challenge is turning member engagement into better financial decisions and outcomes.
CMS sets end-August target for Bonitas procurement investigation
The regulator has clarified the scope of its oversight of Bonitas, confirming that two separate regulatory processes are under way.
Gary Kirsten: Why the best decisions are rarely made in the heat of the moment
From managing uncertainty to resisting emotional decisions, lessons from elite sport offer practical insights for investors and their advisers.
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
CAM opens Citadel’s investment engine to independent advisers
IFAs can delegate functions including asset allocation, manager research, and portfolio construction while retaining responsibility for advice and client relationships.
Masondo exits as PIC governance crisis deepens
Finance Minister Enoch Godongwana confirms that he asked the entire board to step down or explain why its members should not be removed.
Small Claims Court limit rises to R30 000: What you need to know
The higher ceiling opens the door to larger claims from August, but monetary value is only one test for whether a dispute qualifies.
SCA clarifies when prescription starts on a builder’s repair warranty
Awareness of structural defects does not by itself mean a homeowner has the facts necessary to pursue a damages claim.
The race to reach a fire before it becomes a total loss
Private firefighting networks, connected smoke detectors, and faster emergency response are giving insurers new ways to limit losses before flames engulf a home.
Debt-repayment burden worsens as cost-of-living pressure returns
The latest Money-Stress Tracker finds persistent financial strain alongside changing coping strategies and a growing willingness among some consumers to consider debt counselling.
Preserved, but scattered: the new retirement savings challenge
As members leave compulsory preserved savings behind when changing jobs, fragmentation across funds may make it harder to manage fees, investments, and progress towards retirement.
Municipalities are owed R218bn. So why are they running out of money?
The FFC says a system-wide breakdown in collecting and paying bills is fuelling arrears that more than a decade of government interventions has failed to contain.
Preparing for diminished capacity: what advisers need to consider
An ADASA webinar will bring together financial, legal, and ethical expertise to explore how professionals and families can prepare before difficult decisions become urgent.
