Industry Updates
The Two-Pot Retirement System: An update from Sanlam Corporate
A revised Revenue Laws Amendment Bill published on 1 November 2023 proposed – amongst other things – that the implementation of the Two-Pot system be postponed to 1 March 2025. However, on 21 November 2023, the...
Factors affecting annuity pricing
Karen Wentzel, Head of Annuities at Sanlam Corporate: Investments, unpacks the factors that influence annuity pricing.
Two-pot system: An update from Sanlam Corporate
This newsletter is a first in a series of regular updates for employers and trustees whose retirement funds are administered by Sanlam Corporate, to help you understand the Two-pot system.
Phase 2 Communication Consumer Engagement Survey
We would appreciate your assistance in communicating and disseminating this survey for members to complete by 30 September 2023.
Gen Z: Our saving grace?
Gen-Z is radically different from previous generations and seem more finanically conscientious, highly tech savvy and more time-rich than previous counterparts. They are already infiltrating the workforce and are already savers from a young age. Read more about how they can continue on this positive trend, to get retirement right.
Are beneficiary funds more appropriate for the payment of minor beneficiaries’ benefits?
When a member of a retirement fund passes away, there is likely to be a death benefit payable by the retirement fund. The Pension Funds Act (the Act) which governs retirement funds, requires the board of trustees to...