B2B Central

Employee Benefits

04 Sep 2019

Investment implication of climate change for pension funds

By Janice Roberts

A publication by Alexander Forbes’s global strategic partner Mercer has revealed the stark realities of the impact of climate change on the planet, with devastating consequences on virtually everything from daily lives, to agricultural production and water resources.
29 Aug 2019

How will your death benefits be distributed?

By Janice Roberts

The main purpose of a retirement fund is simple: build up enough retirement savings during your working years so that you are able to continue living the lifestyle you have become accustomed to when you retire. Retirement planning is therefore the simple concept of planning financially for the day you retire. Life, however, does not...
20 Aug 2019

Finding financial well being solutions relevant for employers and their staff

By Janice Roberts

Alexander Forbes has through a series of thought leadership interventions started to change the narrative on retirements and retrenchments in South Africa to a much broader discussion on how collaboration can result in solutions that both employers and their workers need.
07 Aug 2019

Liberty takes top honours at this year's FIA Intermediary Experience Awards

By Janice Roberts

Liberty Group, leading provider of long-term insurance solutions in the mass affluent South African market won in two categories at this years’ Financial Intermediaries Association of Southern Africa (FIA) awards ceremony; taking home the Life & Risk and Employee Benefits categories.
01 Aug 2019

How will your clients’ employees death benefits be distributed?

By Janice Roberts

By: Nashalin Portrag, Head of FundsAtWork at Momentum Corporate The main purpose of a retirement fund is simple: build up enough retirement savings during your working years so that you are able to continue living the lifestyle you have become accustomed to when you retire. Retirement planning is therefore the simple concept of planning financially...
18 Jul 2019

Help your clients’ employees to get their house in order

By Janice Roberts

While we live in uncertain times, the well-known phrase that ‘nothing is certain but death and taxes’ still rings true. However many retirement fund members lack the financial know-how for getting their house in order to deal with these inevitable certainties.
20 Jun 2019

Millennials and their moola

By Janice Roberts

By: Nashalin Portrag,  Head of FundsAtWork, Momentum Corporate
12 Jun 2019

Making retirement great for generations to come

By Janice Roberts

The 2019 Sanlam Benchmark research – South Africa’s most comprehensive and respected retirement industry study contains the country’s first analysis of how the default regulations were implemented by retirement funds.
10 Jun 2019

Meaningful employee financial literacy requires going beyond default regulations

By Janice Roberts

The default retirement fund regulations introduced in March this year are aimed at supporting members of retirement funds to make better decisions at various points during their working lives, ultimately helping them to be financially independent when they retire.
06 Jun 2019

Is your preferred retirement fund geared for millennials?

By Janice Roberts

By: Regard Budler, Head of Strategic Initiatives: Momentum Corporate
05 Jun 2019

Umbrella funds to disclose costs at individual member level from next year

By Janice Roberts

Members of umbrella retirement fund solutions will be able to assess the total impact of charges on their individual retirement benefits from next year October, when members of the Association for Savings and Investments South Africa (ASISA) implement the new Retirement Fund Standard: Effective Annual Cost (EAC) for Individual Fund Members.
22 May 2019

Underwriting and free cover limits in a group scheme

By Janice Roberts

By: Nashalin Portrag,  Marketing Actuary at Momentum Corporate