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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.

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IRFA Annual Conference

IRFA Dispatch - Thursday 11 September 2014

Top stories - Upcoming Adjourned Annual General Meeting - Second series of “An Effective Board” Trustee Training - INVESTMENT: Tips for a comfortable retirement - SA life insurance industry remains healthy and well capitalized - No child support, no pension - Changing mindsets from a young age - South Africa: Cosatu Issues Pamphlet On Retirement Funds

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IRFA Annual Conference 2014

Dear Members and Delegates, Thank you for attending the IRFA’s 26th annual conference themed “A New Dawn: Lighting the Future Towards a Comprehensive Social Security.” We hope that you found the conference informative and worthwhile. Our primary goal was to go beyond a mere exchange of latest and up-dated information on pension fund issues or a mere talk-show. The programme provided for panel discussions and break-away sessions where delegates had the opportunity to discuss retirement reform issues with experts, speakers and/or the Regulator.. There were many topics covered during the conference and the presenters did an outstanding job of sharing their expertise with you. We have conveniently uploaded all presentations for you onto our Dropbox, due to the size of the presentations we are unable to upload them to our website. Please click on this link to proceed to the Dropbox: https://www.dropbox.com/l/sgsAhGYQNBX50VSBrA0i3q.

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Trustee Development - Second Series (September 2014)

The IRFA will hold its second series of “An Effective Board” Trustee Training in 2014, facilitated by an accredited provider. Learners who also attended the May series will be given a NQF level 3 certificate which will enable them to pursue a career in the retirement fund industry. This training empowers learners who are Trustees of retirement funds or who intend standing for election as a Trustee of retirement funds to: • Understand responsibilities and duties of a Trustee. • Enable new and prospective Trustees to act responsibly in standing for election or performing their duties as Trustees of their own retirement funds

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2014 Best Practices Industry Award Winners

The IRFA would like to thank all entrants of the 2014 Best Practices Industry Awards and congratulate all winners in their respective categories. The awards ceremony took place at the gala dinner during the annual conference of 2014. The Best Practices Industry Awards once more showed growth by including two new categories namely Investment Performance and Trustee Education and Training. We have to mention that the standard of entries has steadily gone up. We once more congratulate the winners, and here they are: The Best Practices Industry Awards Trophy Winners Communication Strategy: Debswana Pension Fund Communication Project: The Foschini Group Retirement Fund Legal and Technical Compliance: Sanlam Umbrella Fund Financial Reporting: Sanlam Umbrella Fund Investment Performance: Natal Joint Municipal Fund The Best Practices Industry Awards Gold Standards Certificate Winners

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IRFA Dispatch - Thursday 11 September 2014

Top stories - Upcoming Adjourned Annual General Meeting - Second series of “An Effective Board” Trustee Training - INVESTMENT: Tips for a comfortable retirement - SA life insurance industry remains healthy and well capitalized - No child support, no pension - Changing mindsets from a young age - South Africa: Cosatu Issues Pamphlet On Retirement Funds

Continue reading