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
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.
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.
During 2013, the FSCA published a second version of a draft Notice on conditions for derivative instruments for comment.