IRFA Dispatch



IRFA DISPATCH: Friday 21 July 2017

LOCAL NEWS - Draft tax amendment bills published for public comment - Proposed tax law change on foreign employment income - emption – Expect a lot of South Africans returning home/emigrating - Hedge-fund strategies get a second wind - INTERNATIONAL NEWS State pension age changes: how will it affect you? - Retirement Dread Is Replacing the American Dream - Rule change means over-55s who withdraw money from pension funds could be punished - OUT OF INTEREST NEWS - SA’s economic plan unlikely to boost growth – Fitch - Shades of grey: how demographics influence growth and inflation - How active is your passive strategy?

Continue reading

IRFA DISPATCH: Tuesday 18 July 2017

LOCAL NEWS - The R380 billion living annuity market crisis - Find out about retirement options - Are you really going to retire? - The shocking truth about the JSE - SA’s most expensive balanced funds - 'Twin peaks' Act will give you more protection - Empower yourself now to avoid retirement 'cliff' - INTERNATIONAL NEWS - How to start saving for retirement in your 50s - OUT OF INTEREST NEWS - How does a weakening rand affect you? - Making savings the fashion

Continue reading

IRFA DISPATCH: Wednesday 12 July 2017

LOCAL NEWS - 6 things you must get right at retirement - Pension funds in ANC crosshairs - Is this the real active versus passive question? Twin Peaks refresher - INTERNATIONAL NEWS - Pension default funds under fire - Pension funds ask U.S. regulators to expand companies' workforce disclosures - Cashing in your final salary pension? These 10 factors determine how much you'll get UK recession, unusually, to punish gilts and pension funds: James Saft - Sadly, We Must Start from Where We Are - OUT OF INTEREST NEWS - July National Savings Month - Personal empowerment is key to creating a national savings culture - Investing just got as easy as sitting in the sun or going for a run

Continue reading

IRFA DISPATCH: Wednesday 5 July 2017

LOCAL NEWS - Average living annuity drawdown is 7.8% - Living or guaranteed annuities? - So you think you’re too old to use a robo-advisor? - INTERNATIONAL NEWS - Fears for £1m 'trapped' in pension fund - Kenya Pension Fund Assets Seen Trebling Under New Savings Plan - OUT OF INTEREST NEWS - Make savings part of your lifestyle

Continue reading

IRFA DISPATCH: Thursday 29 June 2017

LOCAL NEWS - Pension funds slowly warming up to private equity - A new way of looking at retirement income - Treasury working to fix country’s economic ‘mess’ - Pension funds pressed to protect portfolios from climate change - INTERNATIONAL NEWS - Hedge funds are no place for public pension investments - UPS to freeze pension plans for non-union employees

Continue reading