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Retirement / General

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Why you won’t always have the final say on how your pension is distributed

Why you won’t always have the final say on how your pension is distributed

13 April 2026

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 Surpasses One Million Savings Pot Withdrawal Claims Since Two Pot System Launch

Alexforbes Surpasses One Million Savings Pot Withdrawal Claims Since Two Pot System Launch

31 March 2026

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.

Short-term relief vs long-term financial risk – why accessing retirement funds could deepen South Africa’s retirement crisis

Short-term relief vs long-term financial risk – why accessing retirement funds could deepen South Africa’s retirement crisis

25 March 2026

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.

Retirement Preservation Increases as Two-Pot System Reshapes Member Behaviour

Retirement Preservation Increases as Two-Pot System Reshapes Member Behaviour

24 March 2026

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.

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Two-pot withdrawals reveal a bigger financial protection gap

Two-pot withdrawals reveal a bigger financial protection gap

23 March 2026
Repeating Two-Pot withdrawals could weaken families’ long-term financial wellbeing

Repeating Two-Pot withdrawals could weaken families’ long-term financial wellbeing

09 March 2026
The confidence illusion: Why most South Africans think they’re ready for retirement (but aren’t)

The confidence illusion: Why most South Africans think they’re ready for retirement (but aren’t)

05 March 2026
IRFA Welcomes Budget Relief for Savers, Urges Action on Critical Technical Reforms to Benefit Members

IRFA Welcomes Budget Relief for Savers, Urges Action on Critical Technical Reforms to Benefit Members

02 March 2026
Two-pot didn’t stop the retirement savings leak – auto-enrolment might

Two-pot didn’t stop the retirement savings leak – auto-enrolment might

13 February 2026
Africa's growth bottleneck: why the money isn't flowing

Africa's growth bottleneck: why the money isn't flowing

12 February 2026
How discretionary investments can enhance your retirement income plan

How discretionary investments can enhance your retirement income plan

10 February 2026
Advisers as architects of retirement income certainty

Advisers as architects of retirement income certainty

03 February 2026
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