Week 45
18 - 22 Dec
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The value of hedge funds as an investment vehicle for a company's retirement fund.
Guest: Duncan Theron, MD Africa at Octane |
Week 44
11 - 15 Dec
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What issues can one expect from the National Pension Fund regulation re-writes currently underway?
Guest: Jennifer Grefen, Head of the Johannesburg Consulting Division of Glenrand MIB |
Week 43
4 - 8 Dec |
Inseta's survey on trustee training needs to divulge how qualified trustees actually are.
Guest: Phakama Nkosi, Corporate Services Manager of Inseta
Transcript |
Week 42
27 Nov - 1 Dec |
How does a fund measure itself in terms of factors such as salary progression and investment returns?
Guest: Rowan Burger of Alexander Forbes Financial Services
Transcript |
Week 41
20 - 24 Nov
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Do fund trustees communicate effectively with members? How much of this information is understood?
Guest: Sharna Mittel, who designs communication strategies for this purpose
Transcript |
Week 40
13 - 17 Nov
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What changes to the retirement fund industry are being addressed by the FSB?
Guest: Wayne van Rensburg of Glenrand MIB Benefit Services
Transcript |
Week 39
6 - 10 Nov |
Who are the winners when it comes to investment management performance?
Guest: Muitheri Wahome of Alexander Forbes Asset Consultant
Transcript |
Week 38
30 Oct - 3 Nov
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As the surplus discussion continues, it seems that you will get less money than you expected!
Guest: Rosemary Hunter of Hunter Employee Benefits Law
Transcript |
Week 37
23 - 27 Oct
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How should retirement fund investment managers respond to the recent movements of the Rand?
Guest: Errol Shear of Absa Asset Management
Transcript |
Week 36
16 - 20 Oct
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How does the FSB's questionnaire aim to help minimize Retirement Fund risks?
Guest: Andrew Crawford of Seshego Benefit Consulting
Transcript |
Week 35
9 - 13 Oct
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What is risk management, why is it important and how should funds go about implementing a risk management programme?
Guest: Michael-John Albert, a partner of the Financial Institutions Services Team at Deloitte
Transcript |
Week 34
2 - 6 Oct
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What issues are coming out of the Retirement Reform Paper published by National Treasury?
Guest: Elias Masilela, Executive Head of Stakeholder Strategy at Sanlam Employee Benefit
Transcript |
Week 33
25 - 29 Sep
|
Are "one stop shop" service providers a good idea for retirement funds?
Guest: Sandile Mbili, Head of the Retirement Fund Consulting Division at Lekana Employee Benefits Solutions
Transcript |
Week 32
18 - 22 Sep
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What is multi manager investing and how does the South African experience compare globally?
Guest: Morris Mthombeni of Advantage Asset Managers
Transcript |
Week 31
11 - 15 Sep
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The FSB proposed a National Unclaimed Benefits Fund – what are the implications for the industry?
Guest: Desiree Partridge, Director of Pension Projects Standard Bank
Transcript |
Week 30
4 - 8 Sep
|
Are the days of unpaid trustees over?
Guest: Trevor Glassock of Vic Glassock and Associates, a retirement fund administrator
Transcript |
Week 29
28 Aug – 1 Sep
|
What is the future for pension fund trustees?
Guest: Jarred Glansbeek, CEO of RisCura Solutions
Transcript |
Week 28
21 – 25 Aug
|
What questions could members be asking their trustees to get the most out of their investments?
Guest: Howard Buck, Director of 5th Quadrant Actuaries and Consultants
Transcript |
Week 27
14 – 18 Aug
|
Is the matter of choice a good or a bad thing?
Guest: Jarred Glansbeek, CEO of RisCura Solutions
Transcript |
Week 26
7 – 11 Aug
|
The Institute of Retirement Funds has been faced with and undergone immense changes - what are they?
Guest: Greg Morris, the current president of The Institute of Retirement Funds
Transcript |
Week 25
31 July – 4 Aug
|
What are the international trends and controversial issues around member choice?
Guest: Bernard Fick, head of Asset Consulting at Alexander Forbes
Transcript |
Week 24
24 - 28 July
|
How necessary is it that the retirement fund industry has its own code of governance?
Guest: David Geral, a director at the legal firm of Bowman Gilfillan
Transcript |
Week 23
17 - 21 July
|
What should constitute a savings environment in South Africa?
Guest: Elias Masilela, Chairman of the South African Savings Institute
Transcript |
Week 22
10 - 14 July
|
The practice of bulking.
Guest: Dube Tshidi, Deputy Executive Officer, Investment Institutions at the FSB
Transcript |
Week 21
3 - 7 July
|
What is an independent trustee? What is the importance of upgrading the skills of all trustees?
Guest: Gary Hughes, an independent trustee
Transcript |
Week 20
26 - 30 June
|
The trustee liability issue.
Guest: Johan Esterhuizen, director of Hunter Employee Benefits Law
Transcript |
Week 19
19 - 23 June
|
What is the role of the Principal Officer in the retirement fund industry?
Guest: Dion George, CEO of the Principal Officers Association
Transcript |
Week 18
12 - 16 June
|
How much money goes into your retirement pot and the findings thereof.
Guest: Stephen Gunnion and Deon Booysen, Executive Head of Client Solutions at Sanlam Employee Benefits
Transcript |
Week 17a
3 – 9 June
|
Sanlam EB Survey.
Guest: Themba Gamedze, CEO of Sanlam Employee Benefits
Transcript |
Week 17
2 – 9 June
|
What is an independent trustee? What is the importance of upgrading the skills of all trustees?
Guest: Gary Hughes, an independent trustee
Transcript |
Week 16
29 May – 2 Jun
|
The opportunities that exist for members and trustees alike to get the best out of retirement fund administration.
Guest: Maryann Middleton, Routledge Modise Moss Morris
Transcript |
Week 15
22 – 26 May
|
What is expected from pension fund trustees when it comes to governance issues?
Guest: Maryann Middleton, Routledge Modise Moss Morris
Transcript |
Week 14
15 – 19 May
|
Fifth Quadrant's Retirement Fund Investment Managers Survey comes under the spotlight.
Guest: Bev Bouwer, Director of Fifth Quadrant
Transcript |
Week 13
8 – 12 May
|
What education is being given at a corporate level when it comes to retirement funds.
Guest: Dave Crawford, an independent corporate educator in the field of retirement
Transcript |
|
Week 12
1 - 5 May |
What are the pros and cons of investing in socially responsible funds?
Guest: Bernard Fick, head of Asset Consulting at Alexander Forbes
Transcript |
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Week 11
24 – 28 April |
What is meant by asset-liability matching?
Guest: Douw Kruger, Head of Key Accounts at Sanlam Employee Benefits
Transcript |
|
Week 10
17 - 21 April |
What is the legal position of trustees when it comes to giving advice?
Guest: Rosemary Hunter of Hunter Employee Benefits
Transcript |
|
Week 9
10 - 14 April |
Pension fund administrators are required by law to refrain from gaining improper advantage for themselves to the prejudice of their principals (the pension funds concerned) and to avoid conflicts of interest.
Guest: Dube Tshidi, Deputy Executive Officer of the FSB in charge of pension funds
Transcript |
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Week 8
3 - 7 April |
Does the average employee understand the investment arena well enough to make decisions?
Guest: Andrew Crawford, Seshego Benefit Consulting
Transcript |
|
Week 7
27 - 31 March |
Who takes on the responsibility of financial education for the average citizen?
Guests: Gordon Ewen, Crawford Preparatory School in Johannesburg
Peter Atkinson, Insurance Institute of South Africa
Transcript |
|
Week 6
13 - 17 March |
Will the lack of saving of lump sum payouts create a burden on the State?
Guest: Deon Booysen, Executive Head: Sanlam SEB Client Solutions
Transcript |
|
Week 5
6 - 10 March |
The Surplus Legislation: What is the current situation?
Guest: Howard Buck, Fifth Quadrant
Transcript |
Week 4
27 Feb - 3 March
|
How does one measure the performances of different managers and the funds?
Guest: Muitheri Wahome, Alexander Forbes Asset Consultants
Transcript |
Week 3
20 - 24 February |
Retirement fund investment analyses - how members should look at these reports.
Guest: Laurett Jardim, Senior Consultant and Head of New Business Development – RisCura
Transcript |
Week 2
13 - 17 February |
The retirement fund taxation environment: what government has done to lighten the burden and what is required to improve the tax system.
Guest: Anton Swanepoel, Senior Manager, Sanlam Life: Law service
Transcript |
Week 1
6 - 10 February |
Important issues that need to be addressed by the retirement fund industry.
Guest: Themba Gamedze, CEO of Sanlam Employee Benefits
Transcript |
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Previous weeks 2005
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