Adél Gräbe, Legal and Technical Specialist at Simeka Consultants and Actuaries The fiduciary duties of the board of management (board) of a retirement fund towards the fund and its...
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Beyond numbers: South Africa’s budget as a blueprint for aspiration, equity and renewal
Miyelani Holeni, Group Chief Advisor at Ntiyiso Consulting Group A national budget is often dismissed as a series of promises and colossal figures recited by a country’s Minister of...
Trustee, manco and member learning for 2025
Toni Cantin, Head of the ICTS Academy The South African retirement fund industry is changing, and it is more important than ever for trustees, manco's and members to understand how...
External trade trends – first quarter 2025
Sanisha Packirisamy, Chief Economist at Momentum So what? South Africa’s (SA’s) current account deficit narrowed at 0.4% of GDP in the fourth quarter of 2024 (0.8% in the third...
Mirror, mirror: Women need to stay strong to overcome financial barriers
Lindiwe Gumede, CMO of Metropolitan As we celebrate International Women’s Day on 8 March, it’s important to recognise that financial independence is a key pillar of gender equality....
The budget rethink: Why now is the perfect time to check your financial plan
Therese Grobler, Head of Wealth Management at Momentum Financial Planning For many South Africans, financial planning isn’t just about numbers – it’s about turning ambitions into...
Surge of savings pot withdrawals in new tax year
John Anderson, Executive: Solutions & Enablement at Alexforbes Since the implementation of the new two-pot retirement system on 1 September 2024, South Africans have shown...
Where South African consumers spend and where they try to save
Benay Sager, Executive Head of DebtBusters On average, South African consumers spend 68% of take-home pay to service debt. How they allocate the rest differs by income band, as does...
Fund ordered to hear full story before withholding benefit
Muvhango Lukhaimane, Pension Funds Adjudicator A provident fund that withheld payment of a withdrawal benefit on the basis that the member had defrauded the company has been ordered by...
Fund benefits and third party bank accounts
Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate Introduction Retirement funds are strictly regulated. Boards of Trustees must take all reasonable steps to ensure that...
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