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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

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.

Individual Member Support

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

FSCA Interpretation Ruling 1 of 2020 (RF)

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.