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8 days ago
How severance packages are taxed
How severance packages are taxed

Retrenchment is doubly painful if you receive a meagre payout and have to supplement your income from your retirement savings.

12 days ago
Signs that umbrella fund costs are falling
Signs that umbrella fund costs are falling

The amount of money managed by commercial umbrella retirement funds has increased almost four-fold over the past five years, ...

12 days ago
How different umbrella fund fee structures affect members
How different umbrella fund fee structures affect members

The range of umbrella funds features and fees makes it difficult to compare their costs, Michelle Acton, the principal consultant ...

15 days ago
Should you transfer your UK pension to another country?
Should you transfer your UK pension to another country?
Annuities

People who have contributed to non-state retirement funds in the United Kingdom can now transfer their savings to an approved ...

3 September 2016, 07:00am
Members becoming distanced from their retirement funds
Members becoming distanced from their retirement funds

The more than R2 trillion invested in South Africa's retirement funds should mean that members have significant bargaining power.

17 August 2016, 1:27pm
Default annuities: umbrella funds show the way
Default annuities: umbrella funds show the way
Annuities

Three umbrella retirement funds have anticipated the introduction of default pensions by allowing members to transfer their ...

30 July 2016, 07:45am
Will your pension fund let you boost what you save?
Will your pension fund let you boost what you save?

Since March 1 this year, you, as a salaried employee and member of an occupational retirement fund, have been able to contribute ...

9 July 2016, 07:00am
Fund can delay paying benefit while criminal charges are investigated
Fund can delay paying benefit while criminal charges are investigated

A retirement fund may delay paying out a withdrawal benefit pending the outcome of a criminal case into whether a member's ...

25 June 2016, 07:10am
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 ...

8 June 2016, 10:12am
Why you need to rethink your retirement plan
Why you need to rethink your retirement plan
Annuities

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

8 June 2016, 10:10am
Aligning retirement savings with income: a new approach
Aligning retirement savings with income: a new approach
Annuities

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

4 June 2016, 07:05am
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 ...

14 May 2016, 07:20am
Commissions an obstacle to sound advice on pensions
Commissions an obstacle to sound advice on pensions
Annuities

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

9 April 2016, 07:20am
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 ...

9 April 2016, 07:10am
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 ...