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Home / Posts tagged “Fund”

Fund

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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Local Fund managers struggle – Top-rated manager shares views on topical issues

According to Patrick Cairns of Citywire “it’s been a tough old time for local fund managers” as the latest Citywire fund manager ratings indicated that South African managers have done noticeably worse than […]

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Local Fund managers struggle – Top-rated manager shares views on topical issues

According to Patrick Cairns of Citywire “it’s been a tough old time for local fund managers” as the latest Citywire fund manager ratings indicated that South African managers have done noticeably worse than […]

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Conduct Standard for Pension Fund Board members – Minimum skills and training requirements spelt out

After a comprehensive public consultation process and submission to Parliament, as required in terms of section 103 of the Financial Sector Regulation Act, 2017 (FSR Act), the FSCA has published the Conduct Standard […]

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Retirement Fund Contributions during COVID-19 – IRFA reminds funds of options

The Institute of Retirement Funds Africa recently held and facilitated a Webinar on “Retirement Fund Contribution Options in the time of COVID-19,” and it is now freely available to employers, retirement funds and […]

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Retirement Fund Contributions during COVID-19 – IRFA reminds funds of options

The Institute of Retirement Funds Africa recently held and facilitated a Webinar on “Retirement Fund Contribution Options in the time of COVID-19,” and it is now freely available to employers, retirement funds and […]

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Pension Fund Act rules versus testamentary beneficiary nominations – Tribunal clarifies dispute

A member of a pension fund died without having nominated any beneficiaries. The trustees allocated the proceeds to his two daughters, but this was disputed by one of the nominees as beneficiaries under […]

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Correction – Morningstar 2020 South Africa Fund Award Winners

An earlier article about the Morningstar awards incorrectly linked the 2019 media release. Here is the correct 2020 release – congratulations to the winning funds and apologies for publishing the incorrect media release. […]

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Pension fund death benefit – Rights of dependants, nominees and children clarified

Does the PFA have the power to substitute a board of trustee’s decision? Can the PFA change the decision with regards to the allocation of death benefits? When are adult children regarded as […]

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Pension fund death benefit – Rights of dependants, nominees and children clarified

Does the PFA have the power to substitute a board of trustee’s decision? Can the PFA change the decision with regards to the allocation of death benefits? When are adult children regarded as […]

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New ASISA Retirement Fund Standard – Enabling review and comparison of charges on products

Members of umbrella retirement fund solutions will be able to assess the total impact of charges on their individual retirement benefits from next year October, when members of the Association for Savings and […]

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FSCA Retirement Funds Workshop – Application for registration closes tomorrow

The FSCA’s Retirement Funds Supervision Division (RFSD) will be hosting a one-day workshop to provide guidance for trustees on some of the important aspects of the Pension Funds Act, 1956 and Financial Sector […]

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Investment Rates

 

Updated 19 May 2025

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Money Market funds

Updated 19 May 2025

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SARS could save us from tax hikes in 2026
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