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.
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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.
Two-pot system ‘softens the damage’ of annual withdrawals
Even after fully depleting the savings component each year, a hypothetical member fares better in Alexforbes’ model than under its previous-system scenario.
Alexforbes’ pivot to independent advisers starts paying off
Strong retail flows, rising adviser numbers, and expanding support capabilities suggest the group’s push to win over IFAs is beginning to deliver measurable results.
Two-pot’s hidden effect: members are staying in retirement funds
While billions have been withdrawn through the two-pot system, Alexforbes says more members are remaining connected to retirement funds long after leaving their employers.
Alexforbes delivers record assets as underlying profit jumps 22%
Despite a decline in headline earnings, Alexforbes delivered strong underlying growth, with record assets, rising retail inflows, and expanding umbrella fund assets.
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.
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.
