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Retirement fund defaults compete for your savings

Posted by Admin on  July 8, 2019

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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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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

Regulations and the law of unintended consequences

Posted by Admin on  June 7, 2019

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MARTIN HESSE | martin.hesse@inl.co.za – 11th May 2019 RECENTLY, I wrote about how the revised Policyholder Protection Rules for life insurance were causing headaches for providers of group life cover, because the revised rules had been drawn up more with the individual consumer in mind than employers buying group cover for their employees. This is the problem with regulation: the intentions are always good, but even the best minds in the world may not envisage

Are advisers neglecting needs of older clients?

Posted by Admin on  January 28, 2019

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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 to the needs of older people. This is even true in areas where older people are relatively high in number.
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Business Live – Shorter working lives and longer retirements means you need to check your pension is on target

Posted by Admin on  April 17, 2018

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SAIFAA recently featured in an article on Business Live. To see the full article please click here.