Industry Updates
Life Surprises!
The Sanlam Life Surprises campaign, in which ordinary South Africans share their experiences of the impact of unexpected situations on their lives, aims to get people thinking and talking about risk and financial...
Much life yet in lifestage investment offerings
There is much life in lifestage investment portfolios, it seems. Their popularity among retirement funds has increased over the past few years, and compared to other investment structures they are delivering highly...
Managing Longevity
The emerging trend of increased longevity is one of the most significant risks facing South Africans as they plan for retirement. The challenge advisers face is that they need to bear the responsibility of helping...
How will the 2015 Budget Speech affect you?
See a visual on how the Budget Speech will affect individuals. See a visual summary of the implications of the Budget Speech on our Industry.
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...
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...