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Non-payment of contributions now a criminal offence

Non-payment of contributions now a criminal offence The Financial Services Laws General Amendment Act, 2013, signed into law on 16 January 2014, amends Section 37 of the Pensions Funds Act. From the effective date, yet...

Sanlam Umbrella Fund rate revision

[wpex more=”Read more” less=”Read less”] All Contracted Benefit Consultants should by now have received their client notices for the 2014 annual revision of administration fees, consulting fees,...

January 2014 version of The Fund in Detail document

We are releasing the January 2014 version of the Fund in Detail document with this month’s Consultant Toolkit. The updates in the new version have been summarized for your convenience. Read summary here Download...

2014 Revision for Sanlam Umbrella Fund

Our team is making good progress with preparing the annual revision due at 1 March 2014 of all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura...

Quarter three investment update

In the Q3 investment update to the Joint Forum update, we provide consultants and members of the Joint Forum with: Summaries of returns on all portfolios, including default strategies Short and medium term performance...

October industry and regulatory update

In this issue of the Joint Forum update, we provide consultants and members of the Joint Forum with information on the following topics: Updated FSB legislation and circulars An overview on the Retirement Fund reform...