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Sample RSS Feed: Press Room »

Below is a sample of the RSS Feed for the Retirement Professionals Press Room.

A new way of looking at retirement income

By Rocco Carr, Business Development Manager, Glacier by Sanlam   Many people who reach retirement age are worried about their future income, particularly if they are one of the majority who have made ...
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Aftermath of Marikana – Union Rivalry extends to Pension Funds

Mineworkers’ savings get shot in Bophelo while the battle between Amcu and NUM flares in retirement funds         Allan Greenblo, Editorial Director Today’s Trustee     All ...
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FSB provisionally suspends JVN Asset Management (Pty) Limited (“JVN”)

The Registrar of Financial Services Providers (“the Registrar”) has provisionally suspended the authorisation of JVN Asset Management (Pty) Limited (“JVN”) to act as a financial services ...
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Partnering to increase the number of accredited financial planners and advisors

Johannesburg: The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body and a SARS approved Recognised Controlling Body, is proud ...
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Populism driven by debt, low growth and a broken social contract

Cape Town: US President Donald Trump may perplex and exasperate the old order of established geopolitical interests, but his maverick style may turn out to be a boon for the global economy. That’s ...
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Commutation of a Living Annuity on emigration

Compiled by: Lize de la Harpe, Legal Adviser: Glacier by Sanlam Introduction We are often asked whether or not a living annuity can be commuted when the annuitant emigrates. The answer is of course no – ...
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Financial Planning Institutes gets SARS Recognised Controlling Body status

Johannesburg: The Financial Planning Institute of Southern Africa (FPI); a South African Qualifications Authority (SAQA) recognised professional body; has recently been approved by the South Africa Revenue Services ...
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FSP’s and reporting to the Financial Sector Charter Council

The Financial Sector Charter Council recently approached a number of people in the industry requesting that they register and submit their 2016 B-BBEE report. One reader actually submitted the form, together with ...
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Three trends shaping the evolution of portfolio construction

Clients want outcomes, not the hiring and firing of managers   Cape Town: ‘One of the wheels of the Wells Fargo coach came off with a big scandal hitting our community bank last year. It’s ...
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Disposition of and Distribution of Death Benefits: Retirement Funds

By Tamara Jacobsen, Director, Applied Learning Academy What is a death benefit under a retirement fund? A death benefit means the lump sum that becomes payable in the event of death of a member of a retirement ...
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Falsification of Regulatory Examination Results and Issuance of Fraudulent Certificates

Godfrey Nti, Chief Executive Officer, Financial Planning Institute (FPI) Johannesburg: Following the announcement made yesterday, by the Financial Services Board (FSB), on the high increase of debarment cases ...
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FSB Appoints a Curator for Bophelo Beneficiary Fund and Benefit Services

After noticing concerning behaviour and noting several media allegations against the Bophelo Beneficiary Fund and Bophelo Benefit Services, a Statutory Manager, Mr Henry Msimang was appointed to investigate the ...
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Regulatory Examination and Wealth Management Qualification Fraud

The industry will have seen an increase in the number of debarments cases over the last year. The main reason for this increase is that qualification and examination fraud was discovered by the Financial Planning ...
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It’s time for CIOs to be less engineering and more pioneering

CIOs are struggling to come to grips with a world changing at an exceptional pace – this was the picture that was painted at the recent IDC CIO Summit 2017 series that took place in Johannesburg, South Africa ...
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Moonstone Compliance congratulates FIA Annual Award Winners

We would like to add our congratulations to the following providers who were voted tops in terms of product, relationship and service to the country’s financial advisors and insurance brokers. Short Term ...
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Ask Afrika partners with the FIA Awards in financial services benchmark

        Sarina de Beer, MD Ask Afrika         Ask Afrika partnered with the Financial Intermediaries Association of Southern Africa ...
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From The Glossary »



Put options are securities that give the holder the option of selling the specified stock. It refers to the right to sell specified stock at a specified price at specified times. A "put" facility on a bond would give the holder the right to repay the loan.
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