Stand-alone fund administration
This quarterly news update contains valuable information for board of trustees, employers, intermediaries and other stakeholders in the stand-alone retirement fund space.
When an employee leaves their place of employment (but does not retire), it is important to give them every opportunity to preserve their retirement savings.
The Default regulations, promulgated in 2018 for implementation in March 2019, had a number of major impacts on SEB.
The aim of Retirement Benefits Counselling is to improve the outcomes for members by giving them access to the options they have available when withdrawing or retiring from a fund.
News and Information
The Financial Sector Conduct Authority (FSCA) has earlier in the year published FSCA Interpretation Ruling 1 of 2020 (RF) (“the Ruling”, which deals with the applicability of section 37C of the Pension Funds Act to the benefits of paid-up members and deferred retirees.
There is new functionality for the uploading of supporting documents on the Sanlam Corporate online Portal
Sanlam Corporate has developed a comprehensive member engagement framework with various touchpoints on the journey towards retirement that ensures a seamless transition for fund members.