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Unclaimed retirement fund benefit search engine has been implemented

By the Financial Services Board   1. Unclaimed retirement benefit search process An enquirer will be provided with a unique reference number for each enquiry logged through the FSB search engine. This reference number must be used for future correspondence ...
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Investment Charges… Fee, fi, fo

In the contested umbrella-fund industry, cost comparisons really shouldn’t be complex for readers of product providers’ marketing material       Allan Greenblo, Editorial Director Today’s Trustee       At present there isn’t ...
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Why women should save a little harder for retirement

What does it take for women to retire in relative comfort? In essence, only a little more than it takes for men. We are not talking about the opposite gender requiring greater comforts; it is simply that women, on average, outlive men and therefore their savings must last longer. According ...
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Living annuity drawdown rates show marginal increase in 2016

Living annuity policyholders withdrew on average 6. 62% of their capital as income in 2016, which represents a marginal increase in the 6. 44% living annuity drawdown rate recorded for 2015. According to the 2016 Living Annuities Survey compiled by the Association for Savings and Investment ...
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The state of South Africans’ Retirement Savings

    Allan Greenblo, Editorial Director Today’s Trustee       Year in and year out, Sanlam and Old Mutual report their respective research into different aspects of SA retirement savings. Effort and expense go into the Sanlam Benchmark survey ...
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The amount payable by the insurer to a claimant, assignee, or beneficiary when the insured suffers a loss covered by the policy.
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