Dates have been released for the Sanlam Umbrella Fund 2018 Symposium.

This is the sixth time over the past eight years that Sanlam has achieved this distinction!

Retirement benefits counselling, if implemented in the spirit of the legislation, provides the most practical means to empower fund members to make better financial decisions.

Umbrella retirement funds will disclose the costs they charge employers and members in a standardised way from March 2019.

National Treasury has instructed the FSB to reduce the more than 1 650 active retirement funds to less than 200.

Members of provident funds can take their pension in a lump sum for now, though government and business would like to see pension and provident funds rules aligned so that everyone would have to buy a regular annuity.