Kondi Nkosi, South Africa Country Head, SchrodersOur research shows that buybacks became more widespread in 2022, with some markets narrowing the gap with the US, where they are most common. In this article, we look at what’s driving this trend, why buybacks divide...
Companies
Data > Information > Insight > Action
Mayuresh Kulkarni, Quantitative Analyst, and Mario Fisher, Head of Quantitative Research, Old Mutual Investment GroupIn today’s world, there is an explosion of the amount and types of data available to the average investor. The consequence is a greater need for tools...
The era of electrification
Danie Pretorius, Equity Analyst, Coronation Fund ManagersIn multiple industries and use cases, the energy mix is undergoing structural change. Energy that was historically provided by burning fossil fuels, such as gasoline in transportation and natural gas in...
Exploring wills in South Africa
Benita Bodkin, Principal Consultant, Efficient Benefit Consulting A will outlines the distribution of your assets and estate upon your passing. Creating a will not only ensures that your wishes will be carried out but also offers peace of mind to you and your loved...
Offshore Investing your retirement savings portfolio
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...
Financial advisers are ‘heroes waiting in the wings’ ready to spur SA on its journey to success
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...
Legal update for retirement funds
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...
What is happening with the two-pot system?
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...
The impact of impaired decision making ability on legal capacity
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...
An update from the FPI
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,...











