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Plan retirement seven years ahead

01 October 2012

Planning for retirement is about making sure you continue to achieve your goals at a different stage in your life. While a successful retirement obviously requires a lifetime of saving, or a sufficiently large lump sum built up through business or investm

Considerations when investing for retirement

25 September 2012

The ability to predict the future with a high degree of certainty is the most critical feature of any retirement plan. An investor saving for retirement will want to know that they are saving enough to be able to sustain a desired lifestyle at their futur

Meritum Umbrella funds initiate strategic broker engagements

19 September 2012

Established in 2004, Meritum Umbrella Funds are independent, autonomous and professionally managed retirement savings platforms that combine the flexibility and choice of stand-alone retirement funds with the cost and operational efficiency of umbrella fu

National Treasury again stressed that pension fund trustees should pay more attention to passive investing as an option

13 September 2012

In line with the National Treasury’s recent white paper on strengthening retirement savings, retirement policy specialist at National Treasury, David McCarthy, has suggested that pension fund trustees should carefully consider the option of passive invest

quick poll

Question

What do you believe will be the biggest challenge when the COFI framework is finally implemented?

Answer

The cost and complexity of relicensing Demonstrating customer outcomes through data and reporting Embedding a customer-first culture across the business Aligning existing compliance frameworks with COFI requirements

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