Bongiwe Momoza - Senior Asset Consultant, Sasfin Asset ConsultingRegulation 28 of the Pension Funds Act sets prudential investment limits for all retirement annuities and regulated retirement funds in South Africa. During his Budget speech in February 2022, the...
Janine Horn, Financial Planner, MomentumAs the cost-of-living crisis continues to escalate, the average South African household is drowning in debt and financial uncertainty. The very notion of financial security has become a foreign concept to millions, which is only...
Leanne van Wyk, Director,ICTS Legal Services (Pty) LtdRules can’t be applied before they are registered - the Mudau Constitutional Court case The FSCA’s revamped Trustee Training Toolkit e-learning platform Upcoming changes for unclaimed death benefits - draft...
Leanne van Wyk, Director,ICTS Legal Services (Pty) LtdIt is a risky undertaking to write an update on two-pot now (2 November), as it is in a state of flux. Let’s see if I am proved right or wrong when this edition of Pensions World is published. Recent developments...
Lize de la Harpe, Legal Advisor, Glacier by SanlamNo person is by nature able to act on behalf of another - he or she must have the necessary authority to do so. This authorisation is commonly given in the form of a power of attorney, which is a formal document by...
Lelane Bezuidenhout, CFP®, Chief Executive Officer,Financial Planning Institute of Southern Africa (FPI)Gearing up for our annual convention As you read this, the Financial Planning Institute of SA is busy with final preparations for the FPI Professionals Convention,...
Thando Mbono, Manager of Fund Governance and Trustee Conduct, FSCAA working paper published by the Organisation for Economic Co-operation and Development (OECD) a few years ago revealed that, when benchmarked against the OECD countries, South Africa compared...
Geraldine Fowler, Chairperson, Institute of Retirement Funds Africa (IRFA)The IRFA conference has always provided the opportunity to share world class content and enrich knowledge and skills within the local retirement sector. The annual event provides topical...
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...