2018-2019 Annual report of the Pension Funds Adjudicator (PFA)
In the year under review the OPFA finalised 10 289 complaints, which is 17% higher than the previous year.
Recent death benefit decisions
The purpose of s 37C is to provide some protection for dependants, both existing and potential
10 Megatrends shaping South Africans’ financial resilience
The insights originate from the 2019 Sanlam Benchmark Research – the group’s annual retirement research, which has been surveying retirement industry stakeholders for 39 years.
SEB’s Innovative Response to the Default Regulations Legislation
The Default regulations, promulgated in 2018 for implementation in March 2019, had a number of major impacts on SEB.
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.
Unclaimed Benefits Fund
Sanlam’s Unclaimed Benefits Pension Preservation and Provident Preservation Funds offer a specialised solution for unclaimed benefits.