Essentials of Retirement Fund Management 2021
A concise guide for trustees of retirement funds. It includes the Pension Funds Act and regulations.
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Product description
A concise guide for trustees of retirement funds. It includes the Pension Funds Act and regulations.
Essentials of Retirement Fund Management explains in clear and practical terms the various aspects of the retirement fund industry in South Africa and provides practical steps to achieve effective retirement planning. An essential guide for trustees of retirement funds, this work was originally developed from retirement fund training course material. It covers everything from the documents and legal principles governing retirement funds to the duties and responsibilities of retirement fund trustees. It also deals with the rules that control the inflow and outflow of money in a retirement fund as well as investment performance surveys and investment principles without going into any great depth on investments. It offers easy reference material and the style of writing and presentation appeals to all levels of trustees. It includes the full text of the Pension Funds Act and regulations
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Table of contents
Chapter 1 - Purpose and nature of retirement
Chapter 2 - Financial and investment principles
Chapter 3 - Documents of the retirement fund
Chapter 4 - Parties to the fund
Chapter 5 - Duties and responsibilities of Board members
Chapter 6 - Tax
Chapter 7 - Legal, ethical and regulatory environment
Index
