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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.

Administration Updates

Legal Focus

Withholding a member’s retirement fund benefit or making a deduction from such a benefit should be referred to the Board for careful consideration and a decision.

An alternative to in-fund preservation

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.

News and Information

Legal Update November 2021

The following legal updates were publish by The Sanlam Corporate Legal department for your attention.