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.
Draft Conduct Standard – Conditions for Living Annuities in an Annuity Strategy
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.
Draft Conduct Standard – Conditions for investment in derivative instruments for retirement funds
During 2013, the FSCA published a second version of a draft Notice on conditions for derivative
instruments for comment.
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.
COVID-19 Update Financially distressed employers and contributions
Sanlam Corporate is resolute in enabling financial resilience for our clients through these difficult times and wishes to highlight the administration mechanisms available to financially distressed clients.
2020 National Budget
The following proposals and information provided in either the Budget Speech or the Budget
Review (published on http://www.treasury.gov.za) are relevant to the employee benefits industry.