Muvhango Lukhaimane, Pension Funds AdjudicatorRather than conducting a proper investigation to trace who should be allocated a death benefit, a retirement fund decided to go “through the back door” and allocate the benefit to the deceased’s estate.This was stated by...
Industry Updates
An update from the FPI
An update from the FPILelane Bezuidenhout, CFP®, Chief Executive Officer, Financial Planning Institute of Southern Africa (FPI)Reflecting on Q1 of 2023 made me realise yet again that time does not stand still and that we need to make the best of each day. With so much...
Retirement funds must improve their responsibilities
Muvhango Lukhaimane, Pension Funds Adjudicator Retirement funds must improve on their responsibilities to members in order to avoid prescription of outstanding contributionsWith case law having settled the issue of the application of time-barring to outstanding...
Early access to retirement funding
Retirement funds must improve on their responsibilities to members in order to avoid prescription of outstanding contributionsGeraldine Fowler, IRFA President, Wayne Hiller van Rensburg, IRFA Executive Officer and Nancy Andrews, Chair of the IRFA's Legal and Technical...
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