Unclaimed retirement benefits – a problem that won’t go away
Better member data, stronger engagement, and AI-assisted tracing may improve future outcomes, but billions of rands in legacy retirement savings are likely to remain unclaimed.
Treasury’s proposed unclaimed-assets model revives central fund debate
The framework separates administration from custody and investment and introduces a possible time limit on owners’ and beneficiaries’ claims.
No checklist for proving a permanent life partnership, says Adjudicator
Continuous cohabitation and joint bank accounts are relevant but not decisive when trustees assess whether a claimant was a permanent life partner.
A new board, but old questions at the PIC
Fresh appointments may restore oversight, but they do not resolve the disputes and investigations that continue to beset the Corporation.
When it’s your money, who should decide?
As employers hand more responsibility for retirement and healthcare benefits to staff, the industry is rethinking how to balance freedom with better financial decisions.
Treasury swaps sanctions for stricter municipal oversight
The release of R7.1 billion buys time, but December’s equitable share assessment will determine whether non-compliant municipalities face another funding freeze.
How deglobalisation is changing the rules for investors
Fairtree Capital’s Chantelle Baptiste argues that investors who focus only on today’s headlines risk missing the bigger forces shaping tomorrow’s opportunities.
MBSE staff lead by example in lifelong learning
Three staff members returned to formal study while working full-time, gaining new qualifications and fresh insight into the challenges their students face.
Representative’s ‘fate was sealed before she was heard’
The Tribunal found both that the process was unfair and that the FSP had not established dishonesty, recklessness, or lack of fitness and propriety.
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.
Tribunal ruling reinforces substance over form in insurance
CDH says the decision highlights the risks for businesses that incorporate cover or risk-transfer arrangements into broader commercial offerings.
Conduct Standard deadline nears for benefit administrators
From 6 August, administration agreements and outsourcing arrangements must comply with the last deferred provisions of Conduct Standard 2 of 2025.
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.
