A retirement fund appoints a combination of service providers and the employee benefits consultant and the asset or investment consultant fulfil the key advice roles. It is important for trustees to carefully consider the roles and responsibilities and what they...
Articles
Cyber security – what the board of trustees needs to know
The vast majority of business transactions and the storage of data are done on digital platforms. In respect of retirement funds, key functions such as the maintenance of a members' individual records, monthly updates of contributions, investments/disinvestments and...
Ensuring success in 2023 and beyond by partnering with the right insurance adviser
Ensuring success in 2023 and beyondby partnering with the rightinsurance adviserChris Grieve, Executive Head: Broker Distribution, Bryte Insurance The impact that insurance brokers and advisers can have on business continuity has increased dramatically over the...
‘Out-of-the-box’ thinking for employee benefits could ultimately improve retention and employee wellbeing
'Out-of-the-box' thinking foremployee benefits could ultimatelyimprove retention and employeewellbeingAs the world shifts into a post pandemic reality, companies are having to contend with immense changes that are redefining relationship with employees.Both the great...
Boost your retirement fund website engagement with livechat: benefits and stats
Boost your retirement fund website engagement with live chat: benefits and stats In a world of instant gratification and the need for speed, having a live chat option is becoming less of an option and more of a requirement. Your members need quick and easy...
Is South Africa investable?
Izak Odendaal, InvestmentStrategist, Old Mutual Wealth For the last year or so, following regulatory crackdowns, Covid lockdowns, slowing growth and growing strategic competition with the West, many investment commentators have posed the question “Is China...
Investment Conference: clarity needed on direction of economic reforms
However, there is no clarity over the distinction between investment pledges and realised investments over the past five years. This conflation will now become a R2-trillion conundrum that will only become clearer beyond 2028. What is clear from the announced pledges is...
Why the capex recovery will prove resilient
As a regime shift takes place, the global economy is on the cusp of a decade of higher capitalexpenditure by companies. Smart manufacturers are poised to reap the rewards of this. Capital expenditure (capex) by corporates is proving surprisingly resilient. We think...
A crucial era in infrastructure: the case for privately funding SA’s infrastructure crisis
South Africa should be spending at least 30% of GDP by 2030 on infrastructure to promote inclusive economic growth. Unfortunately, spend has tracked well below this target since the early 1980s, and we significantly lag other, faster growing economies in this key...
South Africa’s fiscal handcuffs
Marcus Rautenbach, Principal Investment Consultant, Simeka Consultants and Actuaries Following the National Budget presented by the Minister of Finance to Parliament on 22 February 2023, consensus opinion was that it is a fair budget but that its success...








