Become an IRFA Member, Over 400 Members

Welcome to IRFA

The Institute of Retirement Funds (IRF) is a non political body which represents and promotes the interests of the retirement industry in Southern Africa, to the ultimate benefit of the members of retirement funds. The most important function of the IRF is to represent the retirement industry in negotiations with government authorities and the Financial Services Board (FSB), which would include commenting on legislation and tax matters affecting retirement funds/pensioners etc. The IRF therefore depends on total support from all parties concerned with the retirement benefit provision industry.

Read More

IRFA Annual Conference


IRFA DISPATCH: Wednesday, 26 April 2017

LOCAL NEWS - Celebrating 30 years of shaping policy - Trustee development indispensable - Institute's role in training and as voice of the industry appreciated - Research and benchmarking is a major focus Moving forward, maintaining momentum - Actively managed funds gain in favour - New retirement reforms set to improve proficiency - OUT OF INTEREST NEWS - Active managers: Prepare for high and low roads ‘Cash is not king’

Continue reading

IRFA DISPATCH: Tuesday, 14 March 2017

LOCAL NEWS - Should I withdraw my retirement benefits when changing jobs? - Can I cash out my pension to invest? - Destroying units results in living annuity crisis - Divorcees still battling to split pension benefits - Divorce order must be properly worded - It can take decades to find mineworkers’ beneficiaries - SARS gives clarity on PAYE and VAT treatment of non-executive directors, but the tax treatment of non-resident non-executives remains punitive - INTERNATIONAL NEWS - Lagos and pensioners’ welfare - World’s best-funded pension market shows dark side of new rules

Continue reading

IRFA Despatch - Friday 10 March 2017

LOCAL NEWS - Retirement crisis could get worse - Tax-free savings accounts enter next phase - 2017 Old Mutual Corporate Retirement Monitor reveals decline in preservation - Many SA workers not ready for retirement - ‘Unprecedented’ outflow from active equity funds - INTERNATIONAL NEWS - Govt pension fund lifts transfer ban for four million people

Continue reading

IRFA DISPATCH: Tuesday, 7 March 2017

LOCAL NEWS - Prioritise saving for retirement from the day you start working - Inflation: How government is collecting more tax revenues by stealth - Think carefully about drawing too much income and for too long - The millennial’s guide to retirement saving - The price of hedging against risk - Tax-free savings switches delayed another year - INTERNATIONAL NEWS - US pension funds halve private equity allocations UK divided over how much workers are saving for retirement - OUT OF INTEREST NEWS - If you don’t invest in your country, why should outsiders?

Continue reading