More early signs that the two-pot system is working
Data from Alexforbes and Sanlam suggests more members are preserving retirement savings, though it is too soon to know whether the shift will last.
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Bigger, older, and more concentrated: 7 facts reshaping medical schemes
Twenty years of industry data show that medical schemes have become increasingly dependent on scale, investment returns, and strong reserves to remain sustainable.
COFI could redraw the lines of accountability in umbrella funds
COFI’s outcomes-based framework may push governance responsibility beyond trustees and require umbrella funds to prove that members are better off.
Manager Watch: Strong year, weaker long-term outlook
Alexforbes’ latest survey shows robust 2025 performance but highlights weaker 10-year returns and rising dispersion in equity returns.
The conversation people should have after a terminal diagnosis
Early disclosure to a financial adviser can help secure liquidity, reduce delays, and spare families unnecessary administrative stress.
Two-pot withdrawals surge as repeat claims reshape savings behaviour
Withdrawal activity has spiked again at the start of the new tax year, with data showing repeat claims are becoming entrenched and raising concerns about long-term retirement outcomes.
Alexforbes named SA Manager of the Year at Raging Bull Awards
Sasfin and Sygnia were the runners-up.
Out of the grey, not yet in the clear: what EU delisting really means for South Africa
South Africa’s removal from the EU’s high-risk list eases regulatory friction, but economists caution that rebuilding investor confidence will be gradual.
Building money confidence early: why financial lessons for kids matter
Alexforbes’ new digital storybook helps children to build confidence in saving, planning, and making smart financial choices.
Three years that matter: emigration and access to retirement funds
The three-year countdown starts only when SARS formally recognises you as a non-resident – a difference of months can affect access and tax outcomes.
Advice is evolving from transactions to trusted relationships
The industry is moving beyond sales models towards relationship-led, purpose-driven engagement built on trust, transparency, and technology.
Two pots showing results, but success hinges on preservation and education
Industry experts say that small, unclaimed pots left behind by members pose a growing challenge that must be managed to protect long-term retirement outcomes.
Alexforbes defends legal position after Mabuza pension freeze
The High Court freezes payouts from the late former Deputy President’s R44.7m annuity amid a family dispute.
Alexforbes launches umbrella fund solution: Alexforbes One
Alexforbes has launched Alexforbes One, a new umbrella fund aimed at providing a unified solution for employers, intermediaries, and members.
An out-of-date will can be as risky as having no will at all
Marriage, divorce, children, or business changes – life doesn’t stand still, and neither should your will. Wills Week is a reminder to act now.
Majority back mandatory sustainability reporting, but few feel ready
Despite high voluntary disclosure, challenges such as resource constraints and complex standards highlight the need for government-led guidance and skills development.
Alexforbes sharpens retail focus as it posts double-digit growth across key metrics
Alexforbes has launched Alexforbes One, its third umbrella fund and first designed for both internal consultants and IFAs, marking a major step in its strategy to strengthen ties with advisers.
