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News and Updates
New fund-specific pre-retirement video available for all funds as part of Retirement Benefits Counselling
Sanlam Corporate has developed a video that can be sent to members before they retire, as part of the fund’s Retirement Benefits Counselling process.
Draft Conduct Standard – Conditions for Living Annuities in an Annuity Strategy
Regulation 39 of the regulations issued in terms of the Pension Funds Act requires the boards of
trustees of all pension, pension preservation and retirement annuity funds to establish an annuity strategy.
Draft Conduct Standard – Conditions for investment in derivative instruments for retirement funds
During 2013, the FSCA published a second version of a draft Notice on conditions for derivative
instruments for comment.