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Home / Posts tagged “#deathbenefits”

#deathbenefits

Videos

Video interview: New mutual insurer enters the market

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Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025

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Issues around Budget 3.0 with tax specialist Louis Botha

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Appeal Tribunal clarifies life insurer’s duty in beneficiary nomination

The ruling highlights the need for the timely communication of beneficiary changes in life insurance policies.

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Benefit allocation | When may a retirement fund consider DNA testing?

When the paternity of a retirement member’s child is in doubt, boards must tread a fine line between equitable distribution and undue intrusion.

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Behind the scenes at OPFA: how pension complaints are investigated and resolved

Deputy Pension Funds Adjudicator Naheem Essop shares how OPFA’s inquisitorial process works, the challenges funds face with internal dispute resolution, and what happens when complaints escalate or are deemed frivolous.

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Funds ‘must do more’ to hold employers accountable for arrear contributions

The OPFA on how retirement funds should address non-compliant employers, death benefit allocations, and requests to withhold benefits.

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Retirement funds can’t use POPIA to withhold information from the Adjudicator

PAIA and POPIA should not be misused to hide inadequate investigations into dependants’ claims.

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Legally wed, financially left out: wife denied pension benefit

The FST has upheld a ruling that a legal spouse must still prove financial dependence or be nominated to receive a share of a deceased member’s pension benefit.

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Lukhaimane urges caution as litigation over beneficiary tracing continues

The SA Retirement Annuity Fund is looking to the Supreme Court of Appeal to overturn a High Court decision in favour of the Pension Funds Adjudicator.

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Common reasons life insurers reject death benefit claims

Life insurers paid almost 96% of death and funeral benefit claims last year – with the total payout worth R39.9 billion.

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Investment Rates

 

Updated 21 July 2025

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Money Market funds

Updated 21 July 2025

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FAIS Ombud highlights disclosure duties
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