Blog Archives

Legislation and retirement funds

A look at some of the recent changes as well as some of the proposed changes that will have an impact on the retirement fund industry.

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Pension reform principles signal direction

According to the Sanlam Benchmark Survey 2015, the current position of South African retirees is far from desirable with around 60% of pensioners living with monthly expenses exceeding their monthly income.

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Regulatory update: Get up to speed before year-end

There is a lot going on in the regulatory space. Between retirement reform, on the one hand, and the so-called ‘Twin peaks’ model of financial regulation on the other, it is challenging to keep on top of the changes that are imminent and those that are still some way off.

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Delays in Retirement Reform

Treasury recently announced that some of the proposed changes introduced as part of retirement reform would be delayed. This led to confusion as to what was going ahead and what was delayed. Fortunately, the revised draft Taxation Laws Amendment Bill was recently released and clarifies some of the confusion raised.

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Retirement policy roundup

Exploring international trends as local reforms stall.

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Retirement is changing. Are you ready?

We can expect to see a number of changes in the regulatory environment from March 2015 and beyond. We take a look at what this means for retirement savings.

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Policy reform update

A look at the latest policies for retirement reform.

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How early withdrawals affect your retirement benefits

The goal of saving for retirement is to provide an income in retirement. There are however instances when a retirement fund member can access all or a portion of their retirement benefits before retirement.

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Retirement reform: Proposals to reduce costs in retirement funds

Treasury’s proposals to reduce costs in retirement funds.

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Retirement reform: Proposed changes you need to know about

Review of retirement reform proposals.

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