By Rowan Burger: Head of Strategy, LibFin A new investment code requires institutional investors to look past immediate financial profits to long-term sustainability. Sustainability and good business Socially responsible investing has, in the past, been ignored by investors who believe that companies which put ‘softer’ issues – such as environmental and [...]
Tag Archives | pension funds
Retirement funds – a changing landscape
By Anton Lockem, Partner: Commercial Law Department, Shepstone & Wylie Attorneys. The proposed changes to the taxation of retirement fund contributions announced by the Finance Minister in his budget speech could substantially change the retirement landscape. These changes, if the proposals are accepted, are expected to come into operation on March 1 2012. At present, [...]
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Pension Fund Adjudicator dies
A life lived never to be forgotton It is with great sadness that we learned of the death of Charles Pillai yesterday (November 6, 2010). Pillai was best known as the first FAIS Ombud in SA where he served two terms of 3 years each. He was appointed Pension Fund Adjudicator in March 2010. Pillai [...]
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Old Mutual cautions on the other side of risk
When it comes to retirement fund investing, risk is generally viewed by many as the chance of losing capital. However there is another aspect of risk that is equally important – the chance of not making enough capital. According to Craig Aitchison, MD at OMAC Actuaries & Consultants, it is crucial that trustees and retirement [...]
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The new generation individual member investment choice
The move from defined benefit to defined contribution retirement funds has shifted the risk of inadequate retirement provision from employers to the members. It has also seen the subsequent evolvement of individual member investment choice within retirement funds. However, the fact remains that high-income earning members are generally financially literate, demand greater control of their [...]
Talks On Pensions Sector Alignments In Africa
African pension fund leaders gather in SA in April to explore a broad, joint agenda of co-operation and possible alignments on mutual challenges facing private pensions sectors. The African delegation, representing the Committee of Insurance, Securities and Non banking financial Authorities (CISNA), will meet, among others, the secretariat of the Financial Services Board (FSB) and [...]
Tax Guide 2012
Latest Issue - 30 April 2012
In This Issue:
- Local and offshore ETFs
- Why stock selection is key
- Medical Survey - the cost of healthcare
- New player in life insurance market
Newsletters
Newsletter 17 May 2012: Lump sum versus debit order, 3 essentials for a confident investor
In today’s newsletter we look at investing with a lump sum or regular contributions – how do they stack up against each other? We also share three investment tips to cope with uncertainty. Being right about muddle-through hasn’t made investing any easier Most predicted that politically and often economically the year 2012 would be a [...]
