Publications

FUNDTALK

Overview

Fundtalk is your newsletter. We are committed and determined to keep you informed on the following;                               
  • Developments within the industry
  • Changes within the Fund.
  • Trustee decisions that relate to your benefits.
  • Pensioner news.
  • Member education.
  • Investment news.
Please find below the most recent issues of Fundtalk. To view the table of contents for any issue, click the + symbol and if you wish to view it, simply click the download link.
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Issue 39 - June 2020

  • Events
  • Pensioner news
  • COVID-19 Temporary relief for Living Annuitants
  • 2020 Annual General Meeting
  • Housing loan interest rate change
  • Rule Amendments
  • How to look after your savings in a time of crisis
  • Investment news
  • General information on Investments and Fund costs
Download

Issue 39 - June 2020

  • Events
  • Pensioner news
  • COVID-19 Temporary relief for Living Annuitants
  • 2020 Annual General Meeting
  • Housing loan interest rate change
  • Rule Amendments
  • How to look after your savings in a time of crisis
  • Investment news
  • General information on Investments and Fund costs
Download

Issue 39 - June 2020

  • Events
  • Pensioner news
  • COVID-19 Temporary relief for Living Annuitants
  • 2020 Annual General Meeting
  • Housing loan interest rate change
  • Rule Amendments
  • How to look after your savings in a time of crisis
  • Investment news
  • General information on Investments and Fund costs
Download

Issue 39 - June 2020

  • Events
  • Pensioner news
  • COVID-19 Temporary relief for Living Annuitants
  • 2020 Annual General Meeting
  • Housing loan interest rate change
  • Rule Amendments
  • How to look after your savings in a time of crisis
  • Investment news
  • General information on Investments and Fund costs
Download

Issue 39 - June 2020

  • Events
  • Pensioner news
  • COVID-19 Temporary relief for Living Annuitants
  • 2020 Annual General Meeting
  • Housing loan interest rate change
  • Rule Amendments
  • How to look after your savings in a time of crisis
  • Investment news
  • General information on Investments and Fund costs
Download

Issue 38 - December 2019

  • Member trustee election results and your Board of Trustees
  • Pensioner news
  • Prescribes Assets
  • Investment Manager fees and costs
  • Housing loan interest rate
  • Retirement planning
  • Rule Amendments
  • Investment news
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Issue 37 - June 2019

  • Meet the team
  • Your Board of Trustees
  • What's coming up this year
  • Pensioner news
  • Default regulations - update
  • Rule Amendments
  • Interesting article
  • Members who resign before retirement automatically become paid up members
  • Investment news
  • General information on investments, fund costs, other
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Issue 36 - December 2018

  • Your Board of Trustees
  • Whats coming up next year
  • Pensioner news
  • Rule amendments
  • Annual Benefit statements
  • Default Regulations - progress report
  • Housing Loan Interest Rate
  • Changes to the Life Stage Model
  • Changes to offshore asset managers
  • Investment news
  • General information
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Issue 35 - July 2018

  • Your Board of Trustees
  • 2019 Member Trustee Elections
  • What's coming up later this year
  • Annual General meeting
  • Pensioner News
  • Surplus apportionment
  • Changes to the Life Stage Model
  • The truth regarding the life annuity from the Fund
  • Rule Amendments
  • Extending benefits to age 65
  • Allocation of Employer Contributions
  • Housing Loans - chanmges in interest rate
  • Default Regulations - progress update
  • Investment news
  • Interesting Articles
  • general Information
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Issue 34 - November 2017

  • Your board of Trustees
  • Whats coming up next year
  • Pensioner news
  • Change in the Normal Retirement Age
  • Extended Group Life Cover and Funeral Cover
  • Rule Amendments
  • Benefit Statements
  • Summary of the Default Regulations
  • Housing loans - change in the interest rate
  • Disabled Children
  • The importance of Preservation
  • Additional Voluntary Contributions
  • Investment news
  • General information
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Issue 33 - June 2017

  • Annual General Meeting
  • Elected Chairperson and Deputy Chairperson
  • Future communication and correspondence
  • What's coming up later this year
  • Pensioner news
  • Investment news
  • Default Investment Strategy for Living Annuitants
  • Rule amendments
  • Junk Status - what does this mean
  • The importance of Preservation
  • Additional Voluntary Contributions
  • Documentation required on exiting the Fund
  • Death of a Pensioner - documentation required for the continuation of a pension
  • Housing Loans
  • General information
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Issue 32 - December 2016

TABLE OF CONTENTS

  • MEMBER TRUSTEE ELECTIONS
  • EMPLOYER APPOINTED TRUSTEES
  • SUBMISSION OF FUTURE COMMUNICATION TO MEMBERS
  • WHATS COMING UP NEXT YEAR
  • BENEFIT STATEMENTS
  • PENSIONER NEWS
  • INVESTMENT NEWS
  • RULE AMENDMENTS
  • DEFERRED PENSIONERS
  • THE IMPORTANCE OF PRESERVING YOUR BENEFITS IF YOU RESIGN
  • ADDITIONAL VOLUNTARY CONTRIBUTIONS
  • GENERAL INFORMATION
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Issue 31 - June 2016

TABLE OF CONTENTS

  • ANNUAL GENERAL MEETING – Feedback
  • ELECTION OF THE CHAIRPERSON AND DEPUTY CHAIRPERSON
  • YOUR BOARD OF TRUSTEES
  • PENSIONER NEWS
    • Pensioner Increases granted
    • Distribution of Defined Benefit pensioner surplus
  • INVESTMENT NEWS
  • HOUSING LOANS - Increase in interest rate
  • RULE AMENDMENTS
  • UPDATE ON AFRICAN BANK
  • TRUSTEE ELECTIONS
  • BENEFICIARY NOMINATION FORMS - Proper investigation required
  • UPDATE ON RETIREMENT REFORM
  • GENERAL INFORMATION
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Issue 30 - November 2015

TABLE OF CONTENTS

  • YOUR BOARD OF TRUSTEES
  • PENSIONER NEWS: Cost of life and living annuities purchased from the Fund
  • HOUSING LOANS AND THE CHANGE IN INTEREST RATE
  • INVESTMENT NEWS
  • CURRENT MARKET TURMOIL – STICK TO YOUR INVESTMENT STRATEGY
  • BENEFICIARY NOMINATION FORMS – WHO MUST COMPLETE THESE
  • UPDATE ON PENSION REFORM
  • RULE AMENDMENTS
  • CHECKLIST FOR DIVORCE ORDERS
  • OTHER INTERESTING ARTICLES:
    • Should you cash in your pension to pay off your debt?
    • Retirement education drive paying off
  • General Information
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Issue 29 - June 2015

TABLE OF CONTENTS

  • ANNUAL GENERAL MEETING – Feedback
  • ELECTION OF CHAIRPERSON & DEPUTY CHAIRPERSON
  • 2015 BUDGET OVERVIEW
  • PENSIONER NEWS – Increases granted and  special increases
  • INVESTMENT NEWS
  • ADJUDICATOR DISMISSES HOME LOAN COMPLAINT AGAINST THE CAPE MUNICIPAL PENSION FUND
  • OTHER INTERESTING ARTICLES – Badly written divorce orders prevent access to pension assets
  • General Information
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Issue 28 - November 2014

TABLE OF CONTENTS

  • Postponement: Taxation Laws Amendment Act
  • Pensioner News
  • Investment News
  • Changes to the strategic asset allocation and global manager allocation
  • Impact of African Bank curatorship
  • Overview of the Life Stage Model and member investment choice
  • Communication
  • Other Interesting Articles
  • General Information
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Issue 27 - June 2014

TABLE OF CONTENTS

  • Annual General Meeting
  • Election of Chairperson & Deputy Chairperson
  • 2014 National Budget - Changes to Retirement Funds
  • Pensioner News
  • Investment News
  • Housing Loans
  • Communication
  • Pension vs Debts: How the adjudicator rules
  • Other interesting articles - Reforms affecting retirement planning
  • General Information
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Issue 26 - November 2013

TABLE OF CONTENTS

  • Member Trustee Elections
  • Investment News
  • Appointment of an additional SA equity manager and changes to existing manager allocations
  • Communication
  • The role of the Pension Funds Adjudicator
  • Other interesting articles - your pension choice a worry for government!
  • Shari`ah Portfolio
  • General Information
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Issue 25 - June 2013

  • Election of Chairperson and Deputy Chairperson
  • Taxation and 2013 Budget Overview
  • Pensioner News - increases and special increases
  • Investment News
  • Communication
  • Government's proposed reform for living annuities
  • Other interesting articles
  • General information
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Issue 24 - November 2012

  • Trustee News
  • Pensioner Increases
  • Investment News
  • Cash Portfolio - name and mandate change
  • You and Your Pension: what the law says
  • Housing Loans
  • Communication - new improved website
  • Retirement Savings Contributions (DC Members)
  • General Information
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Issue 23 - July 2012

TABLE OF CONTENTS

  • AGM Feedback
  • Election of Chairperson & Deputy Chairperson
  • Introduction to Shari`ah Portfolio
  • Pensioner News- Increases
  • Investment News
  • Divorce Orders - Taxation and the clean break principle
  • General information
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Issue 22 - October 2011

  • New Life Stage Model
  • Your Board of Trustees
  • Investment News
  • Defined Contribution Members - Extra Retirement Savings
  • Defined Contribution Members - Surplus Apportionment
  • Shari'ah Investment Portfolio
  • General Information
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Issue 21 - May 2011

  • Surplus Apportionment
  • Introduction of Low Equity Balanced Portfolio - for DC Members
  • Pensioner News - Increases
  • Housing Loans - Change in interest rate
  • Investment News
  • Toc_Item
  • Member Trustee, Chairperson and Deputy Chairperson Elections 
  • Rule Amendments
  • 2011 Budget Overview
  • General Information
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Issue 20 - August 2010

  • Election of Chairperson and Deputy Chairperson
  • Member Trustee Election
  • Annual General Meeting
  • Investment News
  • Pensioner News
  • 2010 Budget Overview
  • Benefit Statements
  • Funeral Cover
  • General Information

PENSION FUND RULE BOOK

The registered rules of the Fund contain everything you need to know about your Fund, its Governance, Management, Investments and Benefits. The Fund is bound by the Rules of the Fund. In the event of a dispute between any information provided and the Rules of the Fund, the rules will apply.

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