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... read more →
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... read more →
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... read more →
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... read more →
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,... read more →