Retirement Matters

How innovation has revolutionised pension fund administration in the two-pot era

The introduction of the two-pot pension fund system marked a significant shift for fund administrators, requiring them to engage directly with fund members rather than solely with employer groups. In the case of financial advisory firm NMG Benefits...

Review your estate plan to ensure compliance with changing laws

In this era of unprecedented wealth accumulation, long-term, strategic estate planning has become essential for high-net-worth (HNW) families aiming to secure intergenerational wealth transfer effectively and sustainably. This is the view of Godwin...

Rethinking retirement: Why getting aggressive with your pension portfolio pays off

As retirement approaches, many people reduce their risk profile by shifting their pension investments to more conservative assets like bonds and money market. However, this traditional strategy, though designed to protect against market volatility...

South Africa’s two-pot retirement system: weeks later

The two-pot retirement system, designed to balance immediate financial needs with long-term retirement savings goals, has sparked unprecedented engagement among retirement fund members. Geoff Baars, Group Executive Director at advisory firm, NMG...

The key role of a fund administrator extends beyond just processing claims

There’s been an increasing number of several big employee benefit fund administrators exiting the market, and employers are encouraged to build relationships with administrators that are committed to being long-term partners – particularly when it...

Retirement Planning: 10 Choices for South Africans

Planning for retirement can be a daunting task, but with the right investment choices, South Africans can ensure a comfortable and financially secure future. Whether you are just starting your career or approaching retirement age, it is essential to...
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