Alida de Swardt (CEO RMI Investment Managers), Jeanette Marais (Group CEO, Momentum Metropolitan) and Lisa Chiume (senior investment executive RMI Holdings).In a transaction signed on 11 September 2023, Momentum Metropolitan entered into a sale agreement with...
Mike Adsetts, Jeanette Marais, Wilma de Groot, Thabo TemboStrategic partnership deepens portfolio integration in quantitative equity products and researchMomentum Investments and Robeco have entered a strategic partnership, affording Momentum Investments access and...
Carina Wessels, Executive: Governance, Legal, Compliance and Sustainability, AlexforbesIn last quarter’s edition we considered what could be learned in how to proactively future-proof our retirement funds against potential failure, by considering the lessons from...
Subedra Reddy, Executive Head: Actuarial DC Funds, NBC Holdings (Pty) LtdThe two-pot system is on everyone’s minds in the retirement fund industry. With the proposed implementation date of 1 March 2024 looming large, service providers, trustees and members are...
Corné Heymans, senior actuary and member of the Retirement Matters Committee at the Actuarial Society of South Africa (ASSA)Since the implementation of the Pension Funds Act in 1956, many retirement funds have come and gone. With more than 25 500 funds registered to...
Anita Roodman, Senior Manager: Legal and Technical services, Simeka Consultants and Actuaries In the digital age where demand for capabilities such as online access for members and participating employers plays an integral role in managing financial transactions...
Abdur-Rehman Mangera, Head of Group Benefits, Bryte Life In difficult economic times, companies are under pressure to do more with less – and managing pension funds and particularly risk benefits; is no exception. Many companies gravitate towards group risk benefits...
Since its outset, life insurance and group risk has been centred on the need to ensure that you, as individuals and businesses, are protected “in the event of x”. Should a member of staff experience an unforeseen medical scenario – such as a mental or severe illness...
Eugen Rehbock, Executive Consultant - Efficient Benefit ConsultingIn recent months, some financial service providers to retirement funds (commercial umbrella funds) have suggested to participating employers that employee benefits consultants are not needed and that a...
Zeldeen Muller, CEO, AgendaWorx, Board PortalsThe role of the fund secretariat has always been multifaceted, demanding exceptional organisational skills and the ability to capture and document crucial information accurately. One crucial aspect of their...