As a wealth manager, one of the key principles to understand is that while we can't control everything, like market performance, we can control strategic decisions that impact a client's financial future. One such controllable factor is the timing of retirement. Your...
Introduction I had the privilege of co-presenting with the FSCA's Zareena Camroodien at this years' Pension Lawyers Association annual conference on the topic of the Draft Conduct Standard prescribing conditions in respect of pension fund benefit administrators. In...
Financial planners must adapt — or risk losing clients to those who do. It's not about AI - but then again, it is It's fair to assume that all professionals possess the technical knowledge required for their field. Their competence is built on academic training and...
A pension fund is obliged to provide the Pension Funds Adjudicator (PFA) with requested information without obtaining consent from the beneficiaries. A fund cannot use the Protection of Personal Information Act (POPIA) as a reason to withhold information from the PFA....
Reflections on IRFA's Participation at the Africa Pension Funds and Retirement Summit, Casablanca 2025 As the President of the Institute of Retirement Funds Africa (IRFA), I am proud to share our continued commitment to contributing meaningfully to the development of...
Alexforbes has acquired the award-winning Paragon Impact technology to enhance its environmental, social and governance (ESG) analysis capabilities. Developed by Jersey-based Paragon Impact Limited, the Paragon Impact platform offers robust and verifiable...