KEEP UP TO DATE WITH ALL THE IMPORTANT COVID-19 INFORMATIONCOVID-19 RESOURCE PORTAL
FANews
FANews
RELATED CATEGORIES
SUB CATEGORIES General |  Networks |  PROpulsion www.propulsion.co.za | 

A new tool

23 September 2005 Angelo Coppola

There is a new in depth planning and advice tool available from Old Mutual SA, for those intermediaries who have contracts with the group.

The new tool is available for assistance and guidance in the pension design and advice process, for intermediaries to offer to their clients.

John Bryant, executive GM of retail product development and strategy at Old Mutual, says that the tool will profile the client to suitable products and portfolios. It also explains options in a client friendly manner, while at the same time explaining risk in a client friendly manner.

Bryant says that the tool can also do scenario testing and projections, and finally producing a client report.

Quick Polls

QUESTION

The second draft amendments to Regulation 28 will allow retirement funds to allocate up to 45% of their assets to SA infrastructure, with a further 10% for rest of Africa; but the equity & offshore caps remain unchanged. What are your thoughts on the proposal?

ANSWER

Infrastructure? You mean cash returns with higher risk!?!
Infrastructure cap is way too high
Offshore limit still needs to be raised
Who cares… Reg 28 does not apply to discretionary savings
fanews magazine
FAnews November 2021 Get the latest issue of FAnews

This month's headlines

New proposals to amend PPRs have major impact
The untold truth about intermediary agreements
Rethinking claims
Tik-Tok: The clock is ticking on SA’s R45 billion unclaimed benefits bomb
Medical schemes’ average increases for 2022
Disability claims aggregation
Subscribe now