Retirement

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Reconciling draft default Regulation 37 and Regulation 28: A potential conflict?

07 July 2016 | General

National Treasury published the Draft Default Regulations (Draft Regulation) to the Pension Funds Act (PFA) in July last year (2015). The Draft Regulations form part of the broader retirement and savings reforms initiated by National Treasury in 2011. Since the closing of public comments in October last year, no new or revised set of Draft Regulations have been published for public comment. We assume the National Treasury, together with industry stakeholders, is carefully considering whether the revised draft will address the shortcomings of the current Draft Regulations.

Brexit: when market conditions get fearful, it is time to consider the market - a retirement investment perspective

30 June 2016 | General

The past few days have been some of the most volatile in the global economy since the 2008 global financial markets crisis. On the surface of it, a somewhat unexpected “leave” vote from the United Kingdom’s referendum on continued membership of the European Union resulted in some uncertainty on a few aspects: firstly, exactly how the UK would be able to leave the EU; secondly, unhappiness within the UK around the result, particularly from separatist movements in Scotland and Northern Ireland; and thirdly, how the divorce will affect the British, European and ultimately global economies.

Why bother to save?

15 June 2016 | Savings & Investments

To build a savings culture, especially among our youth, we need to shift to ‘saving for financial freedom' instead of ‘saving for retirement’.

Do you know where your retirement savings are invested?

13 June 2016 | General

Too often, people offer the excuse that they do not have enough time to properly review their personal finances – yet keeping a tab on your investments and future retirement plans is an important task. Findings from the 2015 Sanlam BENCHMARK Symposium – noted that only 28% of members will revisit the retirement decisions they made when they first joined a company.

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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