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Intermediary liability in determining a fund’s fidelity cover

By Bruce Kokkinn  The specialities of the retirement funds industry in South Africa have become more complex as the demands of funds, trustees, members and representative bodies have grown. A trend being seen is that members are becoming more aware, trustees are becoming wiser and products ...
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This time is different? Preserving Retirement Capital

In the past few decades, market volatility has become more pronounced and more frequent. Since the most recent financial crisis, the bulls have been rampant. What trustees should do if they worry about a big-time return of the bears.     Allan Greenblo, Editorial Director Today's ...
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Voluntary liquidation of IF and Dynam-ique Retirement Funds presents a fast and fair resolution for all stakeholders

Francois Rosslee of ARGEN Actuarial Solutions, one of the largest independent actuarial firms in Africa specialising in pension fund valuations, has been nominated as the proposed liquidator of the IF and Dynam-ique Retirement Funds. Following the resignation of the funds’ administrator, AON South ...
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Sanlam BENCHMARK Survey: Holistic planning needed to ensure good retirement outcomes

    Mayuri Reddy, Marketing Strategist Sanlam Employee Benefits         Johannesburg: Only a quarter of South African retirees are expected to be able to maintain their standard of living in retirement, according to research released today ...
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Top three for the sought-after FPI Financial Planner of the Year award announced

Johannesburg, South Africa: The Financial Planning Institute (FPI), a South African Qualifications Authority (SAQA) recognised professional body, has recently announced the names of the top three professional financial planners who progressed to the third and final round of the 2015 FPI Financial Planner ...
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Surrender:

Returning a life insurance policy to the issuing life office for cancellation, prior to its maturity date or the death of the life insured, in return for the payment of its surrender value.
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