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Is your umbrella fund’s investment strategy too conservative?

11 October 2022 | General

For the tens of thousands of South Africans whose retirement income is sitting in an umbrella fund, an investment strategy with low volatility and low administration costs might seem like the safe, attractive option. But there’s a downside to an umbrella fund investing too conservatively and focusing more on loss avoidance than growth potential, says employee benefits specialist NMG Benefits.

Everything you know about advice & adviser liability could be wrong

10 October 2022 | General

A recent court ruling could render everything that financial services professionals understand about discharging their mandate moot, forcing thousands to reflect on financial decisions taken over the last decade or longer. This follows a recent matter in which a court ordered one of the country's largest asset managers to hand back more than a billion rand of beneficiary funds that it had transferred to another asset manager, within mandate, more than a decade ago.

The Convergence of Health and Risk – Research Overview

16 August 2022 | General

In our Benchmark Survey, 31% of stand-alone funds, and 21% of umbrella fund Benchmark respondents indicated that they had looked at ways to limit risk premium increases. However, affordability challenges, together with technological advancements, mean that now is the time to focus on preventing claims rather than pricing for higher claims.

The true cost of absenteeism in the workplace and how gap cover can prevent it

03 August 2022 | General

The success of a business is built on the wellbeing and health of its workforce. Evidence suggests that maintaining employee health results in increased productive yield and business performance. People miss work for a variety of reasons including illness and injuries as well as mental health problems such as burnout, stress and disengagement in the workplace.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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