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As a central knowledge portal to the retirement and related industries, EBnet publishes a range of daily articles submitted by a range of industry organisations, experts and contributors. Readers can also comment on and contribute to articles.

One would be forgiven to believe that institutional assets, such as life and retirement fund assets, ought to be invested with a long-term mind-set in mind. The bulk of the liabilities are due so far in the future that it stands to reason that the assets should aim to match the long-term nature of the liabilities. Therefore investing in real assets, as well as looking to further develop African stock exchanges by backing private equity companies whose exits can be facilitated by floating on the exchanges, can be a real boon for the South African, and African, economies. The converse, where the...

Thanks to years of medical research, the link between smoking and cancer is undeniable. In some countries, like the UK, smoking accounts for approximately one in four cancer deaths, whereas here in South Africa, nearly 10% of all deaths are reportedly caused by smoking. It’s no wonder then that giving up smoking is such a popular New Year’s resolution.

However, over and above the proven health benefits that come with kicking a smoking habit, many people fail to take into account the positive impact this resolution can have on their insurance premiums (not to mention their wallets).

This is a poi...

The price of a product tells you a lot about what you are buying. So what does the price of a unit trust tell you? Allan Gray’s Ray Mhere explains how a unit trust is priced and what it means for you as an investor.

Many of us are familiar with unit trusts as an easy and affordable way to access financial markets. Your money is combined with the money of other investors who have similar investment goals. “Investment managers use the pool of money to buy underlying investments to build a portfolio, which is then split into equal portions called units,” asserts Ray Mhere, regional manager at Alla...

Is it possible to structure your RA in such a way that you can invest in direct shares? The answer is yes, but unfortunately most people don’t know this.

A Personal Share Portfolio (PSP) allows you to tailor your own bespoke share portfolio as part of your retirement investment strategy. Most RA platforms in South Africa now offer the solution for a portfolio manager to choose a selection of local and international shares, which, as a direct share portfolio, can be included in your retirement annuity investment and be actively managed. This solution offers quite a few advantages, including: 

Tax...

South African retirement fund members are overwhelmed by countless options – from choosing an investment portfolio during their working years, to when they change jobs and need to preserve their retirement savings, and at the time of retirement when they need to choose an annuity that will sustain them for the rest of their retired life.  

This is the belief of Katherine Barker, Head of FundsAtWork at Momentum Corporate, who welcomes the implementation of the new retirement fund default regulations set for 1 March 2019, when retirement funds will be required to ensure that members receive benef...

Independent South African financial services provider, Fedgroup, was recently awarded a tender issued by ARGEN Actuarial Solutions to administer four liquidated unclaimed funds, totalling R180m. ARGEN is an expert in the liquidation of retirement funds and it went through a selection exercise to select an ideal unclaimed benefit fund to house the benefits of untraced members in four of the retirement funds it recently liquidated. 

The funds are IF Umbrella Pension and Provident Funds, and Dynam-ique SA Umbrella Pension and Provident Funds. Individuals who were members of those funds are encoura...

December 13, 2018

Sanlam has welcomed the decision by shareholders to approve the package of strategic empowerment transactions, which was announced on 31 October 2018.

Shareholders voted in favour of the resolutions as follows:

  • Special resolution number 1: Specific authority to the Company to issue securities for cash (98.88%);

  • Special resolution number 2: Specific authority to provide financial assistance to a related party for the purpose of subscribing for securities (98.03%);

  • Special resolution number 3: Specific authority to provide financial assistance to a related party for the purpose of,...

Executives from tech’s biggest companies have had to come before Congress to answer questions about their business model and steps they are taking to secure user data. Facebook, Twitter, and Google have all stepped into the hot seat, with Google going before Congress yesterday in the latest round of hearings. 

According to polling conducted by IPSOS and CIGI, internet users across all regions of the world are increasingly concerned about their online privacy. In the United States, 83 percent of internet users are increasingly concerned about their online privacy. France had similar results wi...

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