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Celebration 3

Sanlam wins FIA Product Supplier of the Year Award

Sanlam has been named the 2018 Financial Intermediaries Association of Southern Africa’s (FIA) Employee Benefits Product Supplier of the Year. These awards take place to celebrate the role of advice, acknowledge the product providers who, in the opinion of the members of the FIA, have excelled over the past year in supplying exceptional products and […]

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Does your retirement fund work for millennials?

Millennials, an increasing portion of today’s workforce, are set to shape the world of work for many years to come. Katherine Barker, Head of the Momentum FundsAtWork Umbrella Funds, says that retirement fund solutions need to be flexible enough to address the specific needs of this rapidly-evolving workplace demographic. (more…)

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Retirement savings

Sanlam’s Employee Benefits partners with 27four Investment Managers

As part of its ongoing commitment to prioritising empowerment as a business goal and national economic necessity, Sanlam’s Employee Benefits (SEB) has partnered with 27four Investment Managers to launch South Africa’s first, black managed, smoothed bonus product. The Progressive Smooth Bonus Fund is managed by 27four Investment Managers and guaranteed by Sanlam. (more…)

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Elke Brink

PSG Wealth Employee Benefits Route 21 adds 2 new directors

Nelis and Elke Brink (brother and sister) have been appointed to the management team of PSG Wealth Employee Benefits Route 21, Pretoria, one of the top employee benefits offices in the PSG adviser network, as directors. The office is owned and run by Nelis and Elke’s parents, Neels and Nerine Brink. Nelis and Elke will […]

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No more business as usual for SA employee-benefits

South Africa’s employers and pension funds need to change their employee-benefits engagement models to align and recognize them as a critical ingredient to employee and member value propositions that guide financial planning to create financial freedom. (more…)

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Costa Economou

2016 tax changes show need for closer HR and retirement fund administration alignment

The likely advent of new tax changes affecting the treatment of retirement funds from March this year, which will change the way that employer-sponsored retirement funds are taxed and will impact on fund members in different ways, highlights the need for human resources personnel and retirement fund administrators to work more closely together. This is […]

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Kobus Hanekom Simeka Consultants  Actuaries

Nominating beneficiaries of your retirement fund

As a member of a retirement fund, you have no doubt nominated one or more beneficiaries – and your fund probably asks you to review your decision every year or whenever there is a change in your family situation. But did you know that you don’t have the final say in the matter? (more…)

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Challenges of unclaimed benefits

Using technology to ease the administrative burden to insurers (more…)

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