Issue: December 08/February 09
Editorials

First Word

An occasion to call back the past and renew inspiration for the future. Read more...


Trustee Training

In a discussion paper, the FSB has proposed a more coordinated and centralised approach to consumer financial education. Training of fund trustees needs similarly to be reviewed. Read more...


The Big Issue

Surveys ranking the performance of asset managers carry enormous weight. But they have flaws not readily apparent. Retirement funds should be careful not to make decisions based on surveys alone. Read more...


This & That

PIC holds back on external managers; Registration of GEPF shares; Old Mutual’s share price; Provident funds; SA investors in Madoff; King III posers; Ghavalas plea bargain; FSB enforcement committee; Mort moves; Saccawu case; Investec/Fedusa settlement; JSE comparisons. Read more...


Cover Story

President Motlanthe has given signals that the introduction of prescribed assets is being seriously considered. The case for them is wobbly. Retirement funds, whose returns will be hit, have strong grounds to resist. They’d better be heard before it’s too late. Read more...


Securities Fraud

There was an abundance of red flags, all ignored, on the $50bn scheme of New Yorker Bernard Madoff. They offer a checklist for SA investors and regulators. Read more...


Fund Reform

It’s taking terribly long. There are good reasons why. Read more...


Investment

It’s trite that retirement funds are for the long term. In the crash of equity markets, trustees must not forget it. Read more...


Death Benefits

When the member of a pension fund dies, the surviving spouse can qualify to inherit the pension benefits irrespective of the deceased’s last will and testament.. Read more...


Legal Updates

Briefs on some of the latest legislation, judgments and determinations. Read more...


Gravy

Governments are the biggest Ponzi operators of them all.
Read more...


Edutorials