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Retirement fund defaults compete for your savings

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 […]

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What your umbrella fund offers you under the default regulations

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 […]

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Are advisers neglecting needs of older clients?

FINANCIAL PLANNING – 10 SEPTEMBER 2018 – MARTIN HESSE – OPINION: WORDS ON WEALTH (https://www.iol.co.za/personal-finance/financial-planning/are-advisers-neglecting-needs-of-older-clients-16963388) SAIFAA did not write the below article. The original can be found above. What strikes me about commercial activity in South Africa is that it is predominantly focused on the young. The clothing and entertainment industries, in particular, seem oblivious […]

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