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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: Friday, 8 March 2019

LOCAL NEWS - Funding your retirement property – how prepared are you? - 3 steps in the right direction for retirement - Pension Fund rapped for ignoring treating customers fairly rules - The position and rights of trust beneficiaries - Should government tell you what to do with your retirement savings? - Growing ESG Reporting Becomes A Priority For Investors – South Africa’s Stats Look Promising - INTERNATIONAL NEWS Singapore set to raise retirement ages as seniors stay healthier

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IRFA DISPATCH: Monday, 4 March 2019

LOCAL NEWS - D-day is here for the SA retirement industry - Trustees must consider nominees when distributing death benefits - The obligations and responsibilities of trustees - Will the retirement of your dreams be beyond your means? - Retirement planning for age-gap couples - INTERNATIONAL NEWS Big U.S. pension funds ask electric utilities for decarbonization plans - OUT OF INTEREST NEWS The BEE code and economic transformation

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IRFA DISPATCH: Tuesday, 26 February 2019

LOCAL NEWS - New tax policy proposals announced - How your effective income tax rate has changed Pension fund ordered to relook death benefit payment - Dodging maintenance? Here’s how to get your hands on your ex’s pension fund money - How to use tax deductions to boost retirement savings - Trending employee benefits -2019 - INTERNATIONAL NEWS - State pension rise unlocks billions of euro in savings We must find the right fix for the UK’s defined benefit pensions OUT OF INTEREST NEWS Economic growth: SA is almost out of options

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IRFA DISPATCH: Wednesday, 13 February 2019

LOCAL NEWS - Proof that it pays to top up your retirement annuity - Three retirement savings myths debunked - I have an RA – do I really need a TFSA? - RA vs Pension fund: Here are the pros and cons of your retirement plan - Still time to benefit from retirement tax breaks MONEY CLINIC: Is the penalty for moving my retirement savings too high? - DA to fight ANC’s attempt to nationalise private pensions INTERNATIONAL NEWS - Greenest pension schemes belong to large UK banks - UK set to introduce collective DC pension schemes

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