Explore the Category
A recent ruling by the Pension Funds Adjudicator is a reminder that when it comes to retirement fund benefits, a member’s written will or nomination form is not the final word.
Alexforbes has processed and paid more than one million savings pot withdrawal claims since the introduction of South Africa’s two pot retirement system on 1 September 2024.
The National Treasury has shared its plans to open discussions later this year on possibly allowing access to the retirement pot under the two-pot system in cases of dire financial distress.
The 2026 National Budget speech marked 18 months since the implementation of the two-pot retirement system. After an initial wave of savings pot withdrawals, a clear – and positive – trend has emerged.
Do you think short-term insurance broking will survive the AI plus humanoid robotics age?