Editor's Thoughts.

Let’s start with today’s episode of Heatwave Horizons, kindly sponsored by Sanlam. What a privilege to host Kershia Singh from the FSCA and Jolly Mokorosi, Chair of the Sanlam Umbrella Fund, as Leon surfaces the conversation around climate change and regulatory efforts. Now, I know we all say what gets measured gets managed, but as you know, my view is what gets regulated gets managed. Compulsory preservation being a compelling case in point. So this conversation is an important one to appreciate the regulator’s thinking when retirement funds are grappling with the impending new reporting requirements. (Reminder prompts: OMNI-Risk return and new reporting requirements in financial statements).

Also influencing pension fund decision making is Lebogang Mogashoa’s (Pension Fund Adjudicator) latest ruling. Turns out faking it until making it could have 37D consequences for a member’s pension fund payout.

From a macro perspective, the oil price aftershocks are still rippling through the markets and economy. Paul Cluer (Foord Asset Management) shares their views and portfolio positioning and Jeremy Lang (Business Partners Limited) unpacks how focus (and confidence) has shifted within SME’s. We all want to know: when will the fuel price come down some more? And what will the long term impact of this be on CPI?

Because spending more on electricity and groceries, makes saving even more difficult. And July is National Savings Month. Sarah Nicholson (JustMoney) uses the opportunity to shine a spotlight on stokvels. As we contemplate integrated advice, better brush up your knowledge on the pro’s and con’s of those.

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