LOCAL NEWS….
Money Club: Retire early at your own risk
Consumers eat now, save later
Technology to drive customer retention in retirement funds industry
Reports shows the good, bad and ugly of SA employment
State plans prudent approach to pensions
OM
on what every divorcee should know about retirement
INTERNATIONAL NEWS….
Pension Funds Beg Congress to Suspend Billions in Contributions
Delaying retirement income on the horizon
Lifeline for workers over value of pensions
LOCAL NEWS….
Why
are some asset managers better than others?
Proceed with caution
ASISA urges clients to diversify but take a long-term view
Summit TV speaks to Bonga Mokoena of the Principal Officers Association
about finding the best financial planner
Delay in government savings plan
INTERNATIONAL NEWS….
EC
takes steps against UK cross-border pension contributions
Fears growing for safety of pensions
OUT
OF INTEREST NEWS…
Recession "official
Global engine of growth broken, says Manuel
SA
wins high international rating for its tax reforms
Corporate AIDS battle ‘must be extended’
LOCAL NEWS….
State ‘might scale down’ new social security plan
Pension giant pushes for Social Responsibility
Retirees the losers in Fedsure saga
2008: Possibly the worst year ever for equity unit trusts
Liberty apologizes for double debits
INTERNATIONAL NEWS…
National Insurance, a pension boost
Global markets slow as investors take profits after rally
Canadian pension plans shown to have flaws
Will you be hit by delayed reaction?
Canada eases pension fund requirement
Conservatives: Public sector pensions 'unaffordable'
OUT
OF INTEREST NEWS…..
The
Pre-Budget Report: profligate and idiotic
Tougher BEE scorecard mooted for companies
Taking the ‘Taxing” out of tax a global trend
LOCAL NEWS….
High Court grants Investec application for the transfer of its insurance
business
Funds flexibility for Liberty
Avoid Retirement Withdrawal Symptoms
INTERNATIONAL NEWS….
Britain’s New 45% Income Tax Rate Will Raise No Money, IFS Says
Pensions crisis
Contributory pension and gratuity payment in private sector
Changes to family law aimed at better protecting women, children
OUT
OF INTEREST NEWS…..
Growth at 10-year low as economy hits skids
Africa needs solid strategy for Doha
Poor data stop Setas ‘showing their worth’
LOCAL NEWS….
Cosatu sets up panel of economists to develop new policy
Rules must guide trustees' benefit payout decisions
Pension nest eggs are safe
INTERNATIONAL NEWS….
NSSF to come under tighter supervision in pensions shake up
Planning Your Retirement Fund Nest Egg - Typical Problems Discussed and
Solutions Offered
Expert ways to shield pensions
OUT
OF INTEREST NEWS….
New
challenges loom for BEE deals
LOCAL NEWS….
Pension of more than five percent may kill off your living annuity
Trustees have a duty to recover secret profits
Beware a meltdown of your living annuity
Asset managers flay Cosatu scheme
INTERNATIONAL NEWS…..
Pensions account for 10% of Exchequer's bill
Pensioners to get less as govt changes math
City, County Employee Pension Funds Take a Beating
-
Monday, 3
November 2008
LOCAL NEWS….
Umbrella trusts give way to safe beneficiary funds
How
to avoid sure-fire ways to lose your money
INTERNATIONAL NEWS….
Pension fund tax grab has cost savers £225bn
Retirees should expect decrease in state pension fund checks
Plunging shares could wreck your retirement. So what do you do if ...
-
Wednesday, 22
October 2008
LOCAL
NEWS….
Employers have a duty to act in good faith and with diligence when dealing
with member’s benefits
Death,
taxes and Trevor
Investec the object of FSB displeasure
Sit
tight and weather the storm
INTERNATIONAL NEWS….
Pensions Bill amendments to protect scheme members
Pension
managers collected huge fees
Retirees feeling heat amid crisis
OUT OF
INTEREST NEWS….
Upbeat
Manuel looks to future
LOCAL
NEWS….
How to
make sure you get lump sum tax deductions
FSB to
step up moves to drive bad apples from financial advice industry
INTERNATIONAL NEWS….
Pension
funds vulnerable
Investors' losses cascade into trillions while pension plans, considered
relatively safe, follow in downward spiral
Pension
fund shortfall could widen to £50bn after share rout
LOCAL
NEWS….
What
you should (and shouldn't) do to protect your retirement savings
Ovation
investors to get access to most of their money
Pension
funds cannot escape financial crisis
INTERNATIONAL NEWS…..
Warning
over pension pitfalls
TRS
changes hedge fund investment platform
Confidence in workplace pensions grows
State:
Retirees' fund not in danger
-
Friday, 3
October 2008
LOCAL
NEWS….
Union
battles to reclaim R4.5bn in pension funds
Old
Mutual provides advice to retirement funds in the wake of the global
financial crisis
Retiring soon?
INTERNATIONAL NEWS….
Companies prioritise risks over retirement
Pensions investors get greater control
Public
pension funds short changed
-
Tuesday, 30
September 2008
LOCAL
NEWS…..
Regulations are helpful - to a point
South
Africa’s pension system out of sync with progressive international trends
Uneconomical pension funds, inefficient administrators will not survive
New
Retirement Thinking - trustees
INTERNATIONAL NEWS…
Put
your faith in pensions
Fiftysomethings cash in on new rules and dip into their pension pots
Retirement confidence hits new low
-
Monday, 22
September 2008
LOCAL NEWS…..
|
Retirement reform part of
new-look social welfare system |
Act sets out how your fund
may help you with a home loan
Old Mutual in pension money row
INTERNATIONAL NEWS…..
Pension funds halt lending
Pensions key issue for
presidential candidates
Lehman Brothers UK pension fund seeks bailout
-
Tuesday, 16
September 2008
LOCAL
NEWS…
Industry likes the new rules
Old
pension fund dodge won’t work
Unlawful termination of the complainant’s membership of a fund
INTERNATIONAL NEWS….
The
Pensions Trust insures with Paternoster
AP
funds ditch cluster bombs
LOCAL
NEWS….
Social
security plan faces delay
Government meets its retirement planning commitment
Life
industry gets another push in the right direction
Certain
pension fund payouts no longer tax free
INTERNATIONAL NEWS…..
What
drives the performance of retirement vehicles?
Hedge
funds are losing their secretive status
LOCAL
NEWS….
Beware
of dirty tricks in surplus distribution
Pension
adjudicator sets out guidelines on conciliation
Municipal pensioners get day in court
INTERNATIONAL NEWS….
Warning
for US unions over pensions
Govt
plans pension funds for all in 2009
LOCAL
NEWS….
Pay-as-you-go civil service pensions will not help needy
Retirement funding shifts to the unit trust industry
New
Retirement Thinking
Fraudster found guilty of pension surplus stripping
INTERNATIONAL NEWS…
Asian
equity returns boost sovereign funds
Bulk
annuity: C&W offloads pension liabilities in £1bn deal with Prudential
LOCAL
NEWS….
IRF
conference reveals huge impact of HIV and AIDS on National Social Security
Fund
Major
tax breakthrough for minor beneficiaries
Pension
fund reforms to be more far-reaching
Retirement industry is coming right, but still has a way to go
INTERNATIONAL NEWS….
Women
need better plans for retirement
15 of
world's top 20 pension funds head for India
US
plans under fire over funding rules
LOCAL
NEWS….
Retirement fund is one way to force employees to save
Clearing out pension pile-up
Boss
made unlawful deduction from pension fund
Foord’s
pension pitfalls
Unlawful deduction from member’s withdrawal benefit by the fund due to
amount owing for a car loan
INTERNATIONAL NEWS….
It is
not wise to keep all eggs in one basket
S.C.
puts pension funds into real estate
Freedom
in the nest eggs
Pensions still a priority for Americans
LOCAL
NEWS….
Divorcees may face different rules on settling preservation funds
Investment lessons from a big boy on the block
INTERNATIONAL NEWS…..
I, me,
myself
Retirement: Final salary schemes drop £24bn into the red
Never
Mind Social Security: Are Your Retirement Pensions at Risk, Too?
Health, life and
property as pension benefits
-
Thursday, 7
August 2008
LOCAL
NEWS….
Important changes in the pipeline regarding pensions
Surprise new tax changes you need to know about
New
Retirement Thinking
Trustees' job is to safeguard fund against panic exodus
INTERNATIONAL NEWS……
Michigan PF invests in state companies
The Way
Out Of Pensioner Peril
PBGC
seeks partnership for new policy
OUT OF
INTEREST NEWS…
Times
are ‘too tough’ for banks to extend BEE
-
Monday, 4 August
2008
LOCAL
NEWS….
Foord’s
pension pitfalls
Revenue
Laws Amendment Bills, 2008
New way
of taxing cash taken from retirement funds
INTERNATIONAL NEWS….
Are you
letting your provident fund do its job?
Pension
funds join to fight climate change
Thailand national provident fund due soon for ageing population
LOCAL
NEWS….
Savings
take a severe beating
No
plans to nationalise pensions
Good
news for senior citizens
INTERNATIONAL NEWS….
Indian
pension market to hit $280 bn by 2020
New
pension retirees shun life annuity for programmed withdrawal
Sunil
Jain: Pensioning off pensioners
A first step for
pension reform
LOCAL
NEWS…
Social
security scheme at foot of uphill climb
Pension
fund and union battle over Aspen stock
Being
moved to another fund shouldn't affect your pension benefit
Don't
resign in a panic for your pension
Pension
sharing on divorce
INTERNATIONAL NEWS…..
Drawing
on Your Retirement Funds
Division of Retirement Funds During a Divorce, Protection of Your Assets
LOCAL
NEWS….
South
Africans must raise retirement savings
LOA
members say yes to new association
Joint
press statement by Government, COSATU, FEDUSA and NACTU
INTERNATIONAL NEWS….
ATP
looking to drop Zimbabwe investment
Don't
let inflation ruin your retirement plans
Plans
from closed-end funds on preferred securities get chilly response
Are
deferrals worth it?
LOCAL
NEWS….
Funds
should be protecting your savings from ravages of costs
Fund
takes Alexander Forbes to court over secret profits
Government denies rumours of pension nationalization
Pension
fund cons anger Manuel
'Provident funds won't be nationalised'
INTERNATIONAL NEWS….
Retirement funds suffering as households feel the pinch
70%
Indians worry about outliving retirement funds: MetLife
Nest
eggs can be guilt free
-
Friday, 20 June
2008
LOCAL
NEWS….
South
Africa: How Fees Erode Funds
Focus
on exit benefits crucial for retirement fund members
Cosatu
calls for probe into fund scam
INTERNATIONAL NEWS…
Target
date funds tops for retirement plans
Retirement saving for all
Workers
not planning enough for retirement
-
Thursday, 19 June
2008
LOCAL
NEWS….
Use
your divorce payment wisely
Retirement study: Employees and employers continue to contribute less
Failure
of fund and administrator to advise the complainant properly regarding
withdrawal options
INTERNATIONAL NEWS….
Pensions 'spike' troubles state officials
Public
pension coalition writes to Congress
Dutch
pension reforms announced
OUT OF
INTEREST NEWS….
Chinese
South Africans in line for BEE deals
-
Wednesday, 18
June 2008
LOCAL
NEWS….
National plan 'could crush retirement sector'
Top-up
trend good news on savings and inflation fronts, says Liberty
Is
compulsory retirement savings viable in South Africa?
INTERNATIONAL NEWS….
Threat
to pensions in retirement
HSBC:
Chinese Retirement Capital Mainly From Deposits
Don't touch that
retirement fund
-
Tuesday, 17 June
2008
LOCAL
NEWS….
Poor
knowledge threatens retirement plans - survey
Splitting pension benefits may beggar divorced fund members
The
legal drama behind Cullinan exposé
Pension
reforms 'very positive'
INTERNATIONAL NEWS….
Should
you leave retirement funds at old job?
Stage
set for pension reform
Pension
funds get code of conduct from money manager group
Don't Forget to Diarise:
IRF ANNUAL CONFERENCE 2008
"ONE VISION, ONE FUTURE"
Today’s actions create tomorrow’s legacy
TO BE HELD FROM 24-26 AUGUST 2008
AT DURBAN INTERNATIONAL CONVENTION CENTRE
-
Thursday, 12 June
2008
LOCAL
NEWS….
2008
Old Mutual Retirement Fund Survey reveals key insights into local retirement
industry
OM
Retirement Fund Survey indicates that funds need communication about
proposed pension reforms
INTERNATIONAL NEWS…
Nigeria: House Summons Kingibe Over Delayed Pensions
Don't
divert pension breaks – study
Labour's target for cutting child poverty under threat
Controversial tax to fund Argentina's social programs
- Wednesday, 11
June 2008
LOCAL
NEWS…
How
rate hikes affect taxation of your nest egg
Power
games are in play in retirement fund arena
Pension
fund scheme shocker
INTERNATIONAL NEWS…
NY
invests in-state
What's
next for pension funds in the real estate fallout?
- Tuesday, 10
June 2008
LOCAL
NEWS….
Old
Mutual urges divorcees to review their provision for retirement
Adjudicator says she will clear complaints backlog
Ovation
ruling raises questions about security of investors' money
INTERNATIONAL NEWS……
Planning now brings reward in retirement
Better
UK funding position
Danes
directly access hedge funds
What
the papers say
- Monday, 2 June
2008
LOCAL NEWS…
Regulators oppose industry bid to weaken consumer-friendly law
Employers may not allow employees to opt out of compulsory retirement funds
Bid to
deny divorcees access to pension money foiled
Firm
trying to cheat pensioners – curator
Will
people consider divorce to get access to early pension payouts?
INTERNATIONAL NEWS….
Treasury delays small pension tax
Expenses, allowances... and now pensions
Canadians need extra national pension plan
Blueprint on pension for the masses
OUT
OF INTEREST NEWS….
MPs
unite behind Bill in bid to win pension row
Skweyiya warns of revolt by jobless youth
- Friday, 23 May
2008
LOCAL
NEWS….
Social funds at Futuregrowth now at R8bn
South Africa: Pension And Provident Funds Not Under Threat
Adjudicator raps employers after funds pay out lower benefits
FSB wants to warn you early about dodgy investments
Linked provider industry's new code of conduct is on target
INTERNATIONAL NEWS….
Finalternatives News – 23 May 2008
Retirement Planning Strategies
Japan Should Split Pension Money Into `Baby Funds' (Update1)
PADA considering SRI
for personal accounts
- Wednesday, 14
May 2008
LOCAL
NEWS….
Coronation starts new funds after profit disappointment
Proposal to tackle 10 000 pension complaints
PFA
rulings should create precedent, says academic
INTERNATIONAL NEWS…
Allstate Funds Seek to Provide Simplified Retirement Investing and a Unique
Optional Guaranteed Lifetime Income for American Families
Retirement Assets Rise, Led by IRAs and 401(k) Plans
Exclusive: City watchdog condemns pension funds
- Tuesday, 13 May
2008
LOCAL NEWS….
More
trouble brewing in the financial services industry
Brown's
arrest 'dramatic means' to get him in court
Draft
law clarifies pension splitting on divorce
Don’t
forget costs when evaluating fund performance
INTERNATIONAL NEWS….
VAT
rebate pursued
AON:
buyout market could top £10bn
Scandal
of a hidden tax rule that punishes widows on a pension
Retirement age now 58
- Monday, 21
April 2008
LOCAL
NEWS….
Adjudicator takes historic step against provident fund
Alexander Forbes just will not get it right
Bungle
costs fund administrator
Trustees must pay closer attention to medical reports
INTERNATIONAL NEWS…..
The Art
of Retirement: Social Security needs 'real' money
Canadian pension funds continue to stumble; Q1 decline 1.9 per cent: RBC
Dexia
Retirement planning’s best done with MFs
Longevity needs not met
LOCAL NEWS….
Finally, shareholder
activism is getting some teeth
INTERNATIONAL NEWS….
France
to reassess SRI
Pension
risk differences revealed
Pension
funds attracted to long/short strategies
Hedge
Funds Set To Improve Disclosure—Voluntarily
Commodities in Retirement Plans
OUT OF
INTEREST NEWS….
Stash it away, Manuel tells SA
- Monday, 7 April
2008
LOCAL
NEWS….
Fund
trustees must learn to treat hedge funds with care
Inquiry
slams financial companies' role in stripping pension fund surpluses
Tshidi
takes over reins of FSB from Barrow
INTERNATIONAL NEWS….
Know what's best for
your retirement funds
Are
your retirement savings in a Free fall?
PIMCO launches new retirement funds
- Wednesday, 26
March 2008
LOCAL
NEWS…..
Scorecard will show up errant pension funds
Are you
getting ripped off on your retirement fund?
Financial industry players must look at their cost layers
INTERNATIONAL NEWS….
Pension
funds used for retirement offers
Swiss
put pressure on UBS
OUT OF
INTEREST NEWS….
No big
names in Sasol empowerment deal
BEE can help turn
economic pyramid to diamond
LOCAL
NEWS:
How to
be more active in investing your RA funds
Investments by Retirement funds
It always takes two to
dance the corruption tango
The big
split
INTERNATIONAL NEWS….
Addressing the risk of
a retirement fund’s shortfall
SMSF
trustee knowledge questioned
Investment for women gets personal
LOCAL
NEWS….
Fund
can't remove benefits already paid
Review
minor's benefit, Mohlala tells fund
SA to
bring unit trust investment rules in line with those of Europe
INTERNATIONAL NEWS…
SEC
warns over insider trading
Peaks
and troughs for Swiss pensions
LOCAL
NEWS….
Permission for emigrants to cash in early only for RAs
Clarity
on when spouses can split income legally
Union funds probe hits
snag
INTERNATIONAL NEWS….
NY
pension funds focus on housing
Retirees challenge state for lost funds
State
funds did well in 2007 and face challenge this year
LOCAL
NEWS….
Buying
retirement annuity will bring ease later
Retirement funds and tax relief
Get
daring with retirement funds
New Retirement Thinking - Budget 2008
INTERNATIONAL NEWS…
The
Unhealthy Hole in Your Retirement
Step-by-step approach key to managing retirement income
Pension funds
want Yahoo in court
LOCAL
NEWS….
Big
retirement tax changes loom
No
dividend tax a boost for your retirement savings
Social security needs
sacrifices to get off ground
INTERNATIONAL NEWS…
|
Supreme Court supports suits over retirement funds |
Retirement
Planning Strategies Investing In Stocks And Mutual Funds
LOCAL
NEWS….
Old
Mutual comments on lump sum payments of Retirement and Death Benefits
Move to
simplify withdrawals
Unit
trusts lose on big industrials
How to
make retirement best time of your life
INTERNATIONAL NEWS….
Supreme Court decision
paves way for individuals to sue over mishandled retirement funds
NY
pension funds demand transparency
Raids
on retirement funds on the increase
Proposal would invest pension funds in start-ups
OUT OF
INTEREST NEWS…
Help is available in
opening the door to BEE points for enterprise development
LOCAL
NEWS….
Shell
bid to grab R184m surplus stopped
Investec launches pension products
Battles brewing
between BEE charters and codes
Old
Mutual gets ticking off from pensions adjudicator
Mohlala
finds for injured guard
INTERNATIONAL NEWS…..
Greece
to merge scores of pension funds - govt source
Stoneridge ruling sets precedent
AEGON &
Citigroup develop pensions platform
- Monday, 28 Jan
2008
LOCAL
NEWS….
What your
fund trustees should know
Even more
choice
Is your
offshore trust offside?
Fidentia:
how deep was Bowman’s involvement?
INTERNATIONAL NEWS….
Ohio
pension plan sues Freddie Mac
Beware -
the black holes are back in your pension
- Monday, 21
January 2008
LOCAL
NEWS….
SA’s new
retirement structure takes shape
Umbrella
trusts 'not protecting' widows, children's money
Buy unit
trusts with a long-term view
INTERNATIONAL NEWS….
Pension
plans derailed by the property slump
TRS
trustees push for political contribution ban
Beware of
tax implications on pension funds
OUT OF
INTEREST NEWS…
SARS
takes strain as tax deadline looms
BEE deals should be
based on anatomical synergy
| 
