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2 hours ago
So far, no evidence that members lost billions in fund closures
So far, no evidence that members lost billions in fund closures

Sensational headlines and juicy quotes flow freely in the court papers filed in the case brought by the deputy registrar ...

Retirement
16 days ago
Why you need to rethink your retirement plan
Why you need to rethink your retirement plan

Changes to the laws governing retirement funds and how your retirement savings are taxed will force you to revise your financial plan.

Retirement
16 days ago
Aligning retirement savings with income: a new approach
Aligning retirement savings with income: a new approach

New research suggests a better way to align your pre-retirement investment strategy with your post-retirement income.

21 days ago
Umbrella funds under-perform in survey
Umbrella funds under-perform in survey

Members of many commercial umbrella retirement funds can expect a lower pension than members of well-run and appropriately ...

Retirement
42 days ago
Commissions an obstacle to sound advice on pensions
Commissions an obstacle to sound advice on pensions

For a number of years, a debate has raged over the advantages and disadvantages of guaranteed annuities, where there is little ...

09 Apr '16, 05:20am
Retirement funds seek to ‘unlock’ unclaimed surpluses
Retirement funds seek to ‘unlock’ unclaimed surpluses

Three retirement funds want the High Court to overturn a regulation that forces them to keep unclaimed pension surpluses ...

09 Apr '16, 05:10am
Pension fund members ‘not treated fairly’
Pension fund members ‘not treated fairly’

The Pension Funds Adjudicator has slammed retirement funds for paying lip service to Treating Customers Fairly (TCF) while ...

02 Apr '16, 05:25am
Early retirement puts your financial future at risk
Early retirement puts your financial future at risk

Research shows how your pension will take a knock if you retire five or 10 years early.

Retirement
02 Apr '16, 05:20am
Pension increases unlikely to beat inflation
Pension increases unlikely to beat inflation

Take-home pay continues to increase, but pension increases are slowing, with retirees facing below-inflation increases, because ...

12 Mar '16, 05:10am
Bill approved to delay provident fund annuitisation
Bill approved to delay provident fund annuitisation

Parliament’s Standing Committee on Finance has approved a bill that will delay for two years the requirement for members ...

Retirement
05 Mar '16, 05:10am
Whistle-blower helping FSB with research into penalties
Whistle-blower helping FSB with research into penalties

FSB contracts actuary who blew the whistle on high cost of saving for retirement to help establish the extent to which penalties ...

05 Mar '16, 05:05am
Annuitisation delay not okay with Cosatu
Annuitisation delay not okay with Cosatu

The trade union body says the two-year delay on annuitisation for provident funds gave no guarantee there would be engagement ...

27 Feb '16, 05:25am
New retirement fund deduction regime
New retirement fund deduction regime

Provident fund members will, for the first time, receive a tax deduction for contributions to retirement savings, which should ...

Retirement
20 Feb '16, 05:15am
Bigger tax break on retirement fund contributions still in place
Bigger tax break on retirement fund contributions still in place

Confused about what the latest development in the tussle over provident fund benefits means for you? Here’s what will and ...

13 Feb '16, 05:20am
Bid to avert general strike over provident funds
Bid to avert general strike over provident funds

National Treasury requests urgent meeting of Nedlac to discuss implementation of tax deductions for provident fund members ...