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The confirmation of the rollout for government’s plan to give pension fund members early access to their retirement savings will be one of the most anticipated topics of this year’s Budget Speech but Finance Minister Enoch Godongwana must err on the side of caution to maintain tax system stability and avoid creating unrealistic expectations for indebted consumers.
Santam, South Africa’s largest general insurer, has partnered with Capricorn District Municipality to provide critical disaster management resources and training as part of its ongoing Partnerships for Risk and Resilience (P4RR) initiative.
What can retirement funds do to improve client-adviser engagement during members’ employment years?