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Fund nailed for not ascertaining beneficiaries' level of dependency

09 February 2016

A retirement fund has been rapped for paying out a death benefit relying only on affidavits without seeking proof of levels of dependency of the deceased.

PFA upholds refusal of transfer of funds

09 February 2016

The Pension Funds Adjudicator has dismissed a complaint from a member whose request to transfer from one provident fund to another had been refused.

Appeal Court supports PFA ruling on UNISA status

10 December 2015

The Supreme Court of Appeal has endorsed a ruling by the Pension Funds Adjudicator, confirming that a student registered at Unisa did not forfeit her pension benefit as she was regarded as studying full-time and not part-time.

Fracturing the industry with causal event charges

23 November 2015

Causal event charges have been a perpetual source of anger, frustration, and often confusion within the retirement industry. Often, the client does not know how these charges are calculated or in fact what they are being imposed for.

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If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

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