2020 Annual Revision – Time-Table for Communication
All our supporting consultants and participating employers will receive communication, detailing the client-specific changes to operating expenses and risk premiums (where applicable).
Retirement Savings Cost Disclosure Guide
The RSC Disclosure is a simplified and practical illustration of the estimated retirement savings costs at an employer level, allowing for more consistent comparison of costs across the industry.
Unpacking the Satrix Enhanced Balanced Tracker Fund’s performance
Read the article by Kingley Williams Chief Investment Officer at Satrix and Marie du Plessis Head of Pooled Investment Solutions at Sanlam here.
Are you worried about interference in your retirement savings? You should be.
If trustees could not act in the best interests of fund members, then the introduction of prescribed assets could do more harm than good.
Updated version of The Fund in Detail
We release the September 2019 version of The Fund in Detail for the attention of consultants and participating employers.
SA Sovereign Bonds – Keep the faith and stay the course
A summary of the Medium Term Policy Statement issued by Finance Minister Tito Mboweni issued on 30 October 2019.