Over the past two decades, there has been a notable shift from standalone retirement funds to commercial umbrella funds. This transition has been driven by increased cost pressures, tighter regulatory requirements, increased demands on trustees, the desire...
Retirement funds, whether a pension, provident or retirement annuity before retirement and living annuities after retirement, have a general lack of appeal due to their perceived complex nature and inflexibility. However, the advantages can often far...
The two-pot system is the latest milestone in retirement reforms that have taken place over the last decade. This new system is an exciting and significant enhancement to our retirement fund system. The two-pot system will increase retirement savings over the...
In previous articles, we explored strategies to safeguard retirement funds against failure, drawing insights from corporate failures and independent non-executive (NED) remuneration practices to identify transferrable learnings for retirement funds. In this...
Alexforbes, South Africa's leading investments multi-manager, has announced its entrance into the R500 billion Discretionary Fund Management (DFM) market with the launch of 'Investment Solutions by Alexforbes'. Dawie de Villiers, CEO of Alexforbes, stated,...
As South Africa prepares to celebrate three decades of democracy amid a potential election upset and shifting global political landscape, Alexforbes believes that there are windows of opportunity that fund managers can take advantage of to find value for their...
Alexforbes, one of South Africa’s leading investment managers, has completed the acquisition of the OUTvest digital investments platform from OUTsurance to serve customers across a greater variety of investment needs. OUTvest is an award winning digital investments...
Fazlin Swanepoel, Head of Alexforbes Health, Alexforbes‘Focusing on health, wellness and financial wellbeing is like our GPS through the twists and turns of progress,’ says Fazlin Swanepoel, head of Alexforbes Health. Health and wellness are more than just buzzwords;...
Head of Retirement Solutions and Business DevelopmentAlexForbes Duane Naicker has joined Alexforbes as its new head of retirement solutions and business development on 1 April 2023.Duane joins from Sygnia, where he was head of the Sygnia Umbrella Retirement Fund (June...
Carina Wessels, Executive: Governance, Legal, Compliance and Sustainability, Alexforbes Taking a cue fromcorporates on how to safeguard and future-fit our retirement funds It has been a while since the King IV Report on Corporate Governance for South Africa...