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Post-Retirement Planning Course & Certification

Posted by Admin on August 1, 2019

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Category: Events
Enhance your value proposition and boost your qualifications Earn up to 3.5 CPD points for attending the event Earn up to 10 CPD points for completing the post-course home-study (material provided at the event – additional R350 per member) Scroll down to read about the event and our speakers. JHB Monday, Sep 16th (09:00 – 15:00) Alexander Forbes 115 West St Sandton DBN Thursday, Sep 19th (09:00 – 15:00) Bridge Fund Managers 5 Arundel Close

Batseta 2019 Interviews Derek Smorenburg

Posted by Admin on July 12, 2019

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Category: News
The amount of pension, provident and RA funds (about 1700) is overwhelming, and then you find out that each fund has a range of unique elements! We invited five of these funds to present to our members at a recent workshop to better understand the advice challenges that we as IFAs are facing. Independent financial advisers need to be well equipped to comprehend the myriad of Income Tax and Pension Funds Act options open to

Leaving a job? Don’t shun the free pension fund advice

Posted by Admin on July 8, 2019

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Category: News
Tags: 
Counselling saves money in the long run BY LAURA DU PREEZ – 13 June 2019 – 13:09 https://www.sowetanlive.co.za/business/money/2019-06-13-leaving-a-job-dont-shun-the-free-pension-fund-advice/ Life is busy. Calls and written information are easy to ignore, but time spent engaging with the information could prove invaluable in ensuring a decent pension for more than 30 years of your life in retirement. Your retirement fund is now obliged to offer you “counselling” when you resign or retire from your employer. Don’t shun this opportunity to learn

Retirement fund defaults compete for your savings

Posted by Admin on July 8, 2019

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Category: News
Advisers worried about RAs, preservation funds and fees 11 JUNE 2019 – 05:10 LAURA DU PREEZ https://www.businesslive.co.za/bd/life/2019-06-11-retirement-fund-defaults-compete-for-your-savings/ Regulations oblige all retirement fund trustees to choose investments that are appropriate for the members, reasonably priced and competitive. New regulations under the Pension Funds Act are forcing retirement fund trustees to choose more cost-effective investments and annuities as their defaults, a workshop with some of the country’s larger umbrella funds has revealed. And their default investment and pension

What your umbrella fund offers you under the default regulations

Posted by Admin on June 7, 2019

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Category: News
MARTIN HESSE | martin.hesse@inl.co.za – 4th June 2019 https://www.iol.co.za/personal-finance/investments/what-your-umbrella-fund-offers-you-under-the-default-regulations-24856454 If your employer belongs to a large commercial umbrella fund, the fund will have aligned its products and services to comply with the default retirement fund regulations, which came into effect March 1. If you belong to a stand-alone employer fund, on the other hand, the fund may not yet be compliant with the new regulations and may have applied for a temporary exemption from the