Francois Riekert, financial adviser, EQ.FIN (a Liberty subsidiary)Retirement planning is a complex process that requires careful consideration of various factors. A recent study to determine the variables that shape the retirement landscape for retirees concluded...
Siphamandla Buthelezi, Head of Platforms and Retirement Fund Administration at NMG BenefitsWhether through resignation, retirement or retrenchment, people change jobs all the time. Unfortunately, most of them cash out their pension funds when they do – and it’s one of...
Thopi Mhloli, Product Owner: Savings and Investments, Standard BankLiving beyond your means is a classic money mistake that’s all too easy to make. Whether you’re spending more than your budget allows or not setting aside enough money to cover your bills, when you...
Lerato Lamola-Oguntoye, Associate Director & Analisa Ndebele, Associate at Webber WentzelThe popularity of cryptocurrencies stems from the fact that trading takes place in an anonymous environment where individuals may use pseudonyms and do not interact face to...
Sameer Kumandan, Managing Director, SearchWorks Following South Africa’s financial greylisting by the Financial Action Task Force (FATF), the global financial crime watchdog, for not fully complying with international standards around the prevention of money...
Geraldine Fowler, Chairperson, Institute of Retirement Funds Africa (IRFA)These were the key questions the Institute of Retirement Funds Africa needed to ask when commissioning a snap survey on the subject of retirement reform to determine ongoing support for its...
Lelane Bezuidenhout, CFP®, Chief Executive Officer, Financial Planning Institute of Southern Africa (FPI)The FPI has had a busy few months, with much effort going into studying the draft bills governing the incoming two-pot retirement system and its implications for...
Muvhango Lukhaimane, Pension Funds AdjudicatorRather than conducting a proper investigation to trace who should be allocated a death benefit, a retirement fund decided to go “through the back door” and allocate the benefit to the deceased’s estate.This was stated by...
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...