EBnet's Industry Insights

Many employers mistakenly think that once they have decided to “park” their company’s retirement fund into an umbrella fund, they have no further duties or responsibilities, and importantly liabilities. Niki Giles, Head of Strategy at Prescient Fund Services, shares why this thinking is flawed.

EBnet. Stream catches up with Siphamandla Buthelezi, COO and Head of Platforms at NMG Benefits to discuss the legislation that is impacting administrators now and in anticipation of COFI.

Johan Minnie, CEO of Consult by Momentum, unpacks his thinking behind his recent article “Wake up and smell the COFI”. Does COFI mean different things for tied agents vs independent financial advisors? And how does one “prove” conduct?

Conduct Standard 2 of 2025 for Pension Benefit Administrators introduces a number of changes to businesses that administer retirement funds. These changes dig deep into the culture of the organisation and broadly across all staff who touch members’ lives. Nazlie Seegers, Chief Experience Officer at Salt Employee Benefits, shares her expertise on where to focus your efforts.

Just Share recently published their inaugural Asset Manager Responsible Investment Benchmark Survey. In this episode of Industry Insights, EBnet. Stream chats to Karishma Bhoolio senior climate risk analyst at Just Share to surface the reasons why South African asset managers have scored so poorly. For more great content like this, click Like and Subscribe and go to www.ebnet.co.za to subscribe to...

EBnet. Stream chats to David Shochot, Head of Corporate Solutions at 10X Investments, on the multiple layers of fees in retirement funds. And which of these are negotiable. For more great content like this, click Like and Subscribe and go to www.ebnet.co.za to subscribe to our daily newsletter that will keep you up-to-date on everything related to saving, retirement planning, your retirement fund...

One of the conversations getting a lot of airtime right now is the role that AI will play in financial planning. EBnet. Stream reaches out to Roné Swanepoel, Head of Distribution Morningstar Investment Managers South Africa, to discuss the highlights of Dr Danielle Labotka’s presentation at the recent Morningstar Investment Conference. As a Behavioural Scientist for Research and Investments at Mor...

Following a recently published article on mashonisas on www.ebnet.co.za, EBnet. Stream catches up with Salem Nyati, Financial Education Specialist at the Momentum Group Foundation, to chat in more detail about the risks of these loans and explores other safer solutions out there for consumers. Follow this podcast series, leave a comment, and share with others that may be interested. Go to www.ebne...

Nathalie chats to Nondumiso Ntshangase, a Senior Legal Advisor at the Office of the Pension Funds Adjudicator, about the changes that COFI might bring to both the scope of complaints and the process of lodging them. Nondumiso cautions retirement funds that complaints need to be more than just recorded. Follow this podcast series, leave a comment, and share with others that may be interested. Go to...

The 2025 Mercer CFA Global Pensions Index is on EBnet’s Publications Podium at www.ebnet.co.za. EBnet. Stream asked Belinda Sullivan, Head of Corporate Consulting Strategy at Alexforbes, to share her insights into the global pensions outlook and how the South African industry compares. There are some surprises – good ones! Follow this podcast series, leave a comment, and share with others that may...

Kerry King, a financial advisor from Citadel, shares what you should be thinking about when making your decisions around living annuities. One of the first things to think about: your investment strategy, and is your retirement fund aligning to your goals? Follow this podcast series, leave a comment, and share with others that may be interested. Go to www.ebnet.co.za to subscribe to our daily news...

Following a recent article we published on EBnet (When likes become liability: Hidden cyber risks at work), we catch up with Carey Van Vlaaderen and Allan Juma from ESET to uncover the latest trends threat actors are deploying to get breach your security. Add this conversation as part of your regular cyber awareness campaigns. Follow this podcast series, leave a comment, and share with others that...

As commercial umbrella funds become the chosen option of many employers, what, if any, are the responsibilities of the management committee? Nathalie and Monique explore the functions of the joint forum, the responsibilities to members of the fund but also the ability to exert influence upwards on the umbrella fund’s governance and product frameworks and structures. And, will COFI change any of th...

EBnet. Stream chats to Niki Giles, Head of Strategy at Prescient Fund Services about their reasoning for publishing their recent ETF Evolution report. ETF’s are gaining momentum as attractive investment products for both retirement funds and individual investors. Even Nathalie has dipped her toe in the water! Follow this podcast series, leave a comment, and share with others that may be interested...

This conversation on employment prospects for graduates in an AI world is a must listen for all parents of teens and young adults. Nkosinathi Mahlangu, Youth Employment Portfolio Head at Momentum, and Nathalie discuss how AI is impacting what courses and what skills the graduates of tomorrow will need. Follow this podcast series, leave a comment, and share with others that may be interested. Go to...

Leon is joined by John Anderson to discuss the recently launched ASSA Climate Index, its intent and purpose and how to practically use it. Will it result in higher insurance premiums? Will it help save lives? Who will use it and for what? Find out more in the interview. More details can be found at - https://www.actuarialsociety.org.za/assa-climate-index/ Follow this podcast series, leave a commen...

A great catch up with Sanisha Packirisamy, Chief Economist at Momentum Investments, on where we are right now in both local and global investment markets. What are the big themes? And is it wise to go all in on SA Inc? Follow this podcast series, leave a comment, and share with others that may be interested. Go to www.ebnet.co.za to subscribe to our daily newsletter that will keep you up-to-date o...