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Today's Trustee

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Tel: +27 (0) 11 887 1250
Fax: +27 (0) 86 508 1528
P O Box 774
Northlands 2116
South Africa

Today’s Trustee is a quarterly published glossy A4 magazine, launched in March 2005 to:

  • Uniquely capture the core target market of ‘new generation’ retirement-fund trustees empowered by law to make decisions on the investment of R1,3 trillion in national savings;
  • Promote empowerment by broadening the base of financial literacy and skills;
  • Heighten awareness of shareholder activism for the mass of investors to make their influence felt by the exercise of their rights; 
  • Facilitate public communication between asset managers and their retirement-fund clients;
  • Enhance financial transparency and corporate accountability.

Company Press Releases »

Icon The state of South Africans’ Retirement Savings
10 Aug 17 | Read More »
    Allan Greenblo, Editorial Director Today’s Trustee       Year in and year out, Sanlam and Old Mutual report their respective research into different aspects of SA retirement savings. Effort and expense go into ...
Icon Inequality: Requirements for redress
07 Aug 17 | Read More »
To a greater or lesser degree, every society has economic inequalities. In SA they cannot be allowed to continue at current levels, let alone to worsen.     Allan Greenblo, Editorial Director Today’s Trustee       Enough ...
Icon State run National Social Security Fund on the cards again?
14 Jul 17 | Read More »
A grand scheme is back on the table. The noble intentions are spelled out but the finer details aren’t.     Allan Greenblo, Editorial Director Today’s Trustee       Introduction of umbrella funds was supposed ...
Icon Pension Fund Administration - Litany of irregularity
27 Jun 17 | Read More »
Big problems with big pension fund. FSB must act, or disclose how it has.     Allan Greenblo, Editorial Director Today’s Trustee       With the Pension Funds Adjudicator having called on the Pension Funds Registrar ...
Icon Aftermath of Marikana – Union Rivalry extends to Pension Funds
26 Jun 17 | Read More »
Mineworkers’ savings get shot in Bophelo while the battle between Amcu and NUM flares in retirement funds         Allan Greenblo, Editorial Director Today’s Trustee     All hell has broken loose on the ...
Icon Could government re-introduce prescribed assets for Pension Funds?
02 Jun 17 | Read More »
The expedient of ‘prescribed assets’ again looms. Institutional investors are between a rock and a hard place. Government might have to change the rules so that it can limit their fiduciary discretion and poach from long-term savings.     Allan ...
Icon Industry disruption - Adapt or die
12 May 17 | Read More »
Asset managers are being forced to look again at their business models. John Gilchrist, head of customised solutions at Old Mutual Investment Group, discusses the reasons. We have seen incremental changes in the asset-management industry over the past few years. This adjustment ...
Icon Responsible Investment - ‘Sin stocks’ are okay
08 May 17 | Read More »
If you like smokes and drinks – for your fund’s investment portfolio, that is – go for them. Adrian Bertrand, head for Africa & Middle East of the PRI, explains why his organisation is comfortable. A common misconception when considering incorporation ...
Icon Helping Pension Fund Trustees through the information overload
24 Apr 17 | Read More »
Strategies of liability-driven investments (LDI) help trustees convert data into knowledge, explains Sanlam Investments LDI head Johan Kriek. Valuation of a defined-benefit pension fund is complex. It is filled with assumptions, regulations, guidance notes and best practice ...
Icon Pension Fund Cancellations
24 Apr 17 | Read More »
    Allan Greenblo, Editorial Director Today's Trustee       After the judgment against her, Hunter’s FSB litigation pales with comparison to outstanding matters of unclaimed benefits. The Financial Services ...
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From The Glossary »


Operative Clause:

The clause in an insurance policy which sets out the circumstances in which the insurer is prepared to pay claims.
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