Image
Icon

Directory

IconAssociations and Institutes
IconBBBEE Consulting and Verification Agencies
IconBenefit Administrators & Investment Managers
IconConsumer Protection
IconCorporate Governance
IconCredit Bureaus
IconEmployee Benefits Consultants
IconFinancial Planners
IconIndependent Principal Officer
IconIndependent Trustees
IconOmbud
IconPension Fund Adjudicator
IconPension Fund Trustee Liability Insurance
IconPension Fund Trustee Training
IconPublications
IconRegulatory Authorities
IconRetirement Advice
IconRetirement Funds registered by the FSB
IconRetirement Products
IconSocial Grants (Government)
IconTrust Establishment & Management
IconWellness Programs
Image
  Subscribe To »

Press Room

Press Archive »

Turning unclaimed benefits into windfalls

Published: Wed, 26 Apr 17

There’s an estimated R20bn in unclaimed benefits across 3. 5 million policy holders in South Africa. This massive sum represents both an obligation and an opportunity for financial services providers and advisers. Metropolitan recently took significant steps to disrupt this market by using an unconventional ...
Read More »

Financial planning in tough economic times

Published: Wed, 26 Apr 17

Ratings agencies Fitch and Standard & Poor’s decisions to downgrade South African credit to junk status should not come as a surprise, says Gavin Mofsowitz, Senior Financial Planner at Alexander Forbes Financial Planning Consultants, but what does it mean from a financial planning perspective? Rating ...
Read More »

Five money mistakes retirees must avoid

Published: Wed, 26 Apr 17

Johannesburg: Retirement planning is an ongoing process; in fact once retirement starts it becomes all the more important to make wise investment decisions. Preenay Sathu, Channel Head at FNB Financial Advisory, says, “Retirees must have a clear strategy regarding how their retirement funds will be invested ...
Read More »

Helping Pension Fund Trustees through the information overload

Published: Mon, 24 Apr 17

Strategies of liability-driven investments (LDI) help trustees convert data into knowledge, explains Sanlam Investments LDI head Johan Kriek. Valuation of a defined-benefit pension fund is complex. It is filled with assumptions, regulations, guidance notes and best practice. In this environment, despite the best efforts ...
Read More »

Pension Fund Cancellations

Published: Mon, 24 Apr 17

    Allan Greenblo, Editorial Director Today's Trustee       After the judgment against her, Hunter’s FSB litigation pales with comparison to outstanding matters of unclaimed benefits. The Financial Services Board “feels vindicated” by its victory ...
Read More »

Financial advice: what is worth paying for?

Published: Mon, 24 Apr 17

The majority of South Africans still pay a financial advisor to help them choose a fund or fund manager. While this is not surprising, given the enormous amount of choice out there in the investment industry, is the broker commission you pay money well spent?   According to Steven Nathan, CEO of 10X Investments, ...
Read More »

Three retirement strategies amidst market turmoil

Published: Thu, 20 Apr 17

A few weeks have passed since the political drama that unfolded which caused South Africa’s sovereign risk downgrades to junk status by key ratings agencies, S&P and Fitch. It is clear that tough economic times lie ahead; so what retirement strategies should South Africans consider to navigate their finances ...
Read More »

Smart app aims to improve retirement outcomes for fund members

Published: Thu, 20 Apr 17

‘My Retirement App’connects members to their retirement savings at the click of a button   Cape Town: Will I be able to maintain my standard of living at retirement? Have I saved enough for my retirement needs? What is the value of my current pension savings? These are some of the many questions ...
Read More »

Five Money Resolutions for 2017

Published: Wed, 19 Apr 17

2017 is the year you made a new year’s resolution to get a handle on your personal finances. So, you set yourself up for success by establishing your short and long term financial objectives, and put a plan in place to achieve these goals. But sticking to your savings plan is often easier said than done, and ...
Read More »

Pension Fund Management Costs - When government steps in

Published: Tue, 18 Apr 17

Resonating in the current SA debate is Britain’s experience of a cap on fees. Dean Wetton* evaluates the pros and cons. In the UK some years back, the Pensions Commission delivered the Turner report which recommended automatic enrolment (AE) of individuals into pension funds. With cross-party parliamentary support ...
Read More »

More important than ever to have a financial plan and stick to it

Published: Thu, 13 Apr 17

Johannesburg: Two weeks have passed since political drama caused havoc in markets yet again, this time with very serious consequences for the South African economy, consumers and investors. “Economic storm clouds are gathering. More and more analysts and investment strategist are mentioning the dreaded ‘recession’ ...
Read More »

One time when ‘too good to be true’ is true

Published: Tue, 11 Apr 17

There is an estimated R20bn due to as many as 3. 5 million South Africans in pay-outs from financial services policies, which have not been claimed. The unclaimed benefits space is getting a long overdue disruption. Deidre Wolmarans, Head: Life Events Solutions at Metropolitan, says that most of the money is residuals ...
Read More »

Are your parents ready for retirement?

Published: Tue, 11 Apr 17

Retirement can be an uncomfortable topic for children to discuss with their parents, as it is challenging for both parties to accept the inevitable effects of aging and the impact – both financially and emotionally – that this is likely to have on the family. Failing to have this conversation, however, ...
Read More »

From Inclusive Growth to Radical Economic Transformation

Published: Mon, 10 Apr 17

    Jac Laubscher, Economic Advisor: Sanlam Limited       The rationale given by President Zuma for his recent cabinet reshuffle is to improve the efficiency and effectiveness of the government in furthering the agenda of “rapid economic transformation” ...
Read More »

What's Your Back Pocket Story?

Published: Fri, 07 Apr 17

      Jacques de Villiers www. jacquesdevilliers. com       There are times in the life of a professional speaker where he or she is going to run into trouble. Most speakers have stories from their lives and should have them ready in case things go wrong ...
Read More »

Pension Fund Management Costs

Published: Thu, 06 Apr 17

When is a 0,4% management fee not a 0,4% management fee? Sygnia explains, and is challenged       Allan Greenblo, Editorial Director Today’s Trustee     The offer of a 0,4% management fee is enticing. Before biting, retirement funds should examine it carefully ...
Read More »

Hill claims his 3rd Marriott Freedom Race Title

Published: Wed, 05 Apr 17

This past weekend 500 mountain bikers took part in the annual Marriott Freedom Race, an exciting mountain bike event that celebrates the 27th anniversary of Nelson Mandela’s release from prison. Top KZN Mountain biker, Andrew Hill teamed up with local young talent Julian Jessop in Team TIB. Andrew ...
Read More »

Retirement Funds – Weathering the Storm

Published: Tue, 04 Apr 17

The recent decision by Standard & Poor’s (S&P Global) to downgrade South Africa’s sovereign credit rating to “junk status” has caused panic among retirement fund members. Importantly though, one should consider how this impacts on one’s plan to retire comfortably. Mathias Sithole, ...
Read More »

Axing of Finance Minister a huge set-back for country’s economy

Published: Fri, 31 Mar 17

The Association for Savings and Investment South Africa (ASISA) has described the axing of Finance Minister Pravin Gordhan and his deputy as extremely disappointing and ill timed. “While the late-night reshuffle did not come as a complete surprise, it presents a huge set back to the good work done ...
Read More »

Glacier by Sanlam on the Cabinet reshuffle

Published: Fri, 31 Mar 17

By Francis Marais, Senior Research & Investment Analyst at Glacier by Sanlam There has been speculation for a while of a possible cabinet reshuffle. Key ministries that would be targeted by this impending reshuffle would include National Treasury. These rumours have now been confirmed, with Minister Pravin ...
Read More »
Already on the first pageNo previous pagesPage:  of 4Next pageLast page


More News »

Image

Healthcare »

Image

Investment »

Image

Life »

Image

Short-term »

Advertise Here
Image
Advertise Here

From The Glossary »

Icon

Universe:

Used to describe the entire market.
More Definitions »

 
 
By using this website you agree to the Terms of Use.
Copyright © Stoker Risk & ICT (Pty) Ltd 2004 - 2017.
All Rights Reserved.
Icon

Advertise

  Icon

eZine

  Icon

Contact IG

Icon

Media Pack

  Icon

RSS Feeds