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2012 Budget: tax free savings and financial sector development

24 February 2012

Given the backlash of the recessionary economic uncertaintities, the 2012 Budget presented by the Minister of Finance, Pravin Gordhan, has to in the main be applauded. The Institute of Retirement Funds, welcomes the spirit of Ubuntu and active citizenr

Mistakes that ruin your retirement

21 February 2012

According to a commonly accepted statistic, around 94% of working South Africans do not save enough for their retirement. A major contributing factor to the chronic lack of savings is a lack of basic education about the need for effective retirement plann

Effective offshore investment strategies require informed trustee decision-making

20 February 2012

For many trustees of retirement funds, offshore investing is becoming an integral component of their investment strategies. This trend is increasing following the announcement that National Treasury has increased funds’ foreign assets limit from 20% to 25

SA retirement savings failure - government could be overburdened by old age grants

17 February 2012

Where is your pension coming from? If you answered: “the government will look after me in my old age”, you are wrong.

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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