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Home / Posts tagged “#retirementfunds” / Page 2

#retirementfunds

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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FSCA moves to simplify RA and preservation fund transfers

In response to industry calls, the Authority has drafted an exemption from the section 14(1) process for retail retirement funds.

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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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Survey highlights the role of BEE in shaping retirement fund investments

Alexforbes’ latest annual Manager Watch Survey also shows the trend of increasing allocations to multi-managers.

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FSCA confirms first-day calculation for late-payment interest

The revised interpretation, which reverses the Authority’s earlier guidance, aligns with the Office of the Pension Funds Adjudicator’s view.

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Updated regulatory framework aims for ‘fair customer outcomes’ in pension administration

The Conduct Standard outlines a series of updated requirements for benefit administrators, including governance enhancements, risk management protocols, and processes for ensuring fair outcomes for fund members and beneficiaries.

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Groceries, gadgets and gaps: where two-pot savings are really going

Sanlam reports that most withdrawals came from financially strained members in mid-life, with little evidence that funds were used to reduce debt. Instead, spending patterns suggest pressure to cover everyday expenses.

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Retirement pot withdrawals could undermine long-term savings

Danie van Zyl of Sanlam Corporate Investments warns that allowing access to retirement components in retrenchment cases might jeopardise long-term savings and place added pressure on trustees.

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FSCA probes complaint processes amid surprisingly low filing rates

A survey shows that only 8% of consumers lodged complaints with financial institutions between 2021 and 2023. Does this figure reflect genuine satisfaction or signal barriers in the complaint process?

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Amended Conduct Standard for section 14 transfers takes effect

The Authority has withdrawn the temporary exemption for retirement fund transfers, signalling the full implementation of updated regulatory requirements.

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Retirement fund assets reach R5.84 trillion

The FSCA’s latest Retirement Funds Statistical Report highlights trends in fund membership, asset growth, and investment performance.

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FSCA’s contingency plan: navigating COFI delays and licensing overhaul

The FSCA is preparing for the massive task of migrating about 12 500 financial services providers into the new COFI framework.

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Levies and fees weighed as PA prepares to regulate CISs and retirement funds

The PA shared an update on the six workstreams focused on the transition, confirming that they will be ready to regulate CISs and retirement funds by 1 April 2026.

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Revised unit trust fund classifications: early impact in focus

The new SA Multi Asset SA High Equity category is expected to gain traction over time, despite slower uptake in the early stages.

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How climate change could erode your retirement savings – actuaries sound the alarm

Despite record-breaking global temperatures and escalating climate risks, most South African retirement funds lack climate policies – raising concerns about the long-term sustainability of their investments.

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Akani-CINPF dispute with NBC: SCA states reasons for dismissing appeal

The Supreme Court of Appeal did not address the substantive issues, finding that a change in circumstances rendered the appeal moot.

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Alexforbes reports R7 billion in two-pot system withdrawals

It says 47% of members intend to make future claims – with 34% of those who have already claimed planning to do so again.

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How to maximise your tax benefits in a two-pot era

Carla Rossouw, head of tax at Allan Gray, discusses what investors need to know about retirement fund products and the looming end-of-tax year deadline on 28 February.

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Investment Rates

 

Updated 14 July 2025

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Money Market funds

Updated 14 July 2025

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FSCA gears up for tougher enforcement
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