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A smoother journey towards achieving members’ retirement goals

09 December 2015

For trustees to get the best possible returns for their members’ retirement funds over the long term, they need to include more inflation-beating growth assets such as equities, which have been proven to outperform all other asset classes over the long term. Cash might be low-risk but it doesn’t keep up with inflation.

R20 billion in unclaimed benefits: what is the insurance industry doing to rectify?

04 December 2015

Financial services provider Metropolitan pro-actively addresses clients’ unclaimed pay-outs.

How to overcome clients’ intention-behaviour gap

26 November 2015

There have been a lot of behavioural changes which has led to the current situation many retirees currently find themselves in.

Divorce order and maintenance deductions from your retirement savings

18 November 2015

You can save towards retirement in various ways. One option is to do so in a retirement fund. This can be done through the employer’s pension or provident fund, as an individual in a retirement annuity fund, or by preserving pension or provident fund benefits in a preservation fund when you resign from your employer and has to leave the fund in which they participated. The main purpose of this savings method should be to put away money for your retirement. It then follows that you should not take any of it out of the fund before your actual retirement date.

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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