Compliance Alert 1/22

How to keep a compliant status with the fund and qualify for compliance certificates

Annuitisation changes effective 1 March 2021

MEMBER COMMUNICATION The new tax rules, regarding the annuitisation of provident funds, will be coming into effect on 1 March 2021. On 28 October 2020, in his Medium Term Budget Policy Speech the Minister of Finance announced new tax rules regarding the annuitisation of provident funds, effective 1 March 2021. These proposals (referred to as […]

COVID-19 and group insurance benefits

We understand the significant financial challenges that employers and their employees are facing due to COVID-19. The pandemic is having a profound, far-reaching impact. We have spent a significant amount of time exploring how we can support our group insurance clients and provide financial relief to them during these trying times. However, we’ve had to […]