“Join us as we move forward, 'Better Together,' towards a future filled with promise, progress, and prosperity for all.”The Institute of Retirement Funds Africa (IRFA) has introduced its new brand identity, centred around the tagline "Better Together." IRFA...
Industry Updates
The Financial Services Tribunal, the Ombud Council and Pension Funds Adjudicator – who does what?
The Office of the Pension Funds Adjudicator (OPFA) is inter alia subject to the functions of both the Financial Services Tribunal (FST) and the Ombud Council. These bodies have been established with the adoption of the twin peaks model of regulation in South...
Stumbling blocks turned into stepping stones
Recently, I had the privilege of chairing the Financial Planning Standards Board's (FPSB) global Chief Executive Committee meetings, where representatives from various regions shared updates about the financial services industry within their territories....
An update from the Financial Planning Institute
We're already well into mid-quarter one of 2024, a year that began with robust hearings by the Standing Committee on Finance (SCOF) in Parliament, primarily focusing on the 2023 Tax Laws. We have the budget speech on 21 February 2024 - by the time you read this...
Looking out for vulnerable consumers in retirement funds
Considering the levels of financial literacy in South Africa, beyond retail products such as banking accounts and mortgage loans, it is imperative that all who encounter a financial consumer immediately satisfy themselves that the consumer understands the basic...
Institute of Retirement Funds Africa: uniting for a secure future
As we step into 2024, the Institute of Retirement Funds Africa (IRFA) adopts a guiding principle that is both a vision and a mission: "Better Together." This theme transcends being a mere motto; it is the north star for all of IRFA's initiatives throughout the year....
An update from the FPI
Lelane Bezuidenhout, CFP®, Chief Executive Officer,Financial Planning Institute of Southern Africa (FPI)Gearing up for our annual convention As you read this, the Financial Planning Institute of SA is busy with final preparations for the FPI Professionals Convention,...
The FSCA launches the new Trustee Training Toolkit for retirement fund board members
Thando Mbono, Manager of Fund Governance and Trustee Conduct, FSCAA working paper published by the Organisation for Economic Co-operation and Development (OECD) a few years ago revealed that, when benchmarked against the OECD countries, South Africa compared...
“Making it happen,” report back on IRFA annual conference
Geraldine Fowler, Chairperson, Institute of Retirement Funds Africa (IRFA)The IRFA conference has always provided the opportunity to share world class content and enrich knowledge and skills within the local retirement sector. The annual event provides topical...
What, if any, are the operational challenges to retirement reform?
Geraldine Fowler, Chairperson, Institute of Retirement Funds Africa (IRFA)These were the key questions the Institute of Retirement Funds Africa needed to ask when commissioning a snap survey on the subject of retirement reform to determine ongoing support for its...
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