Retirement RSS feed for this section


New regulations will help to improve your retirement outcomes

Regular reviews of the South African financial services sector’s regulatory framework is essential to ensure the system remains resilient and problem areas are addressed. A good example of review with the intention to improve is the recently approved Retirement Funds Default Regulations. Teboho Tlooko, Principal Officer for the PPS New Generation Retirement Fund, says that […]

Read full story

What should trustees look for when choosing a retirement solution?

As the obligations for trustees to select the most appropriate retirement solution for their members grows more onerous, it is crucial to weigh up the long-term impact for total fees along with other important features to assess a good retirement solution. (more…)

Read full story
Rob Formby, chief operating officer designate, Allan Gray

Are you playing it too safe to reach your retirement goals?

A report released this month in the US revealed that investors are playing it too safe to achieve their retirement savings goals. The report interviewed more than 1000 investors between the ages of 50 to 75, and found that of those surveyed, 80% prioritised discussing risk tolerance. (more…)

Read full story

The three phases of saving for retirement

By Shaun Ruiters, Executive of Business Development at PPS Investments. Life expectancy within the global context has been increasing rapidly, which enhances the growing risk of outliving your retirement savings. According to the World Economic Forum, individuals born in 2017 are expected to live to the year 2117. The obvious consequence of this is that […]

Read full story
Brad Toerien

Are your clients saving enough for retirement?

By Brad Toerien – FMI CEO We all know that saving for retirement is essential, but do we know how much our clients need to retire? Our calculations are often based on the outdated assumption that individuals only need 75% of their income to maintain their desired standard of living and that savings equal to […]

Read full story
IRFA Vice-President Geraldine Fowler

Largest retirement industry conference on the continent to be held in SA in July 2018

In welcoming delegates from all over Africa to the 31st Institute of Retirement Funds Africa (IRFA) conference to be held at the Inkosi Albert Luthuli International Convention Centre, Durban from 29th-31st July, 2018. IRFA Vice-President Geraldine Fowler notes that speakers and subject matter experts will start collaborational conversations on  industry transformation, socio-economic development and societal […]

Read full story
Sandton Central node 1

What’s the Difference: Life Rights vs Sectional Title?

The term “Life Rights” may seem unfamiliar to those outside of the retirement community. Far from climbing the property ladder, it could be considered the equivalent of finding a steady balance on the top rung. (more…)

Read full story
Seated: From left, Pieter Cronje, Fiona Rollason, Wayne Hiller van Rensburg (President), Geraldine Fowler (Vice-President), Anthony Williams
Standing: From left, Thomas Maketelwa, Professor Voet Du Plessis, Sonnyboy Msingi ,  Sizakele Khumalo (General Manager, Staff Team), Enos Ngutshane, Mandla Nkosi. (Not pictured, Vusi Mashile)
Attached: Individual profiles of each Board Member for reference.

Institute of Retirement Funds Africa introduces 2018 Board of Directors

President Wayne Hiller van Rensburg welcomed standing and new members of the Institute of Retirement Funds Association (IRFA) Board of Directors at an induction and planning session earlier this year. Wayne notes that “the level of expertise, willingness, passion and commitment to the retirement industry and society reflected in our Board line-up is both humbling […]

Read full story
Discovery Invest Balanced Fund. Top quartile performance over 1, 3, 5, 7 & 10 years. Speak to your business consultant. Click here to learn more.