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Articles tagged as "Umbrella fund"

Insights categories - Retirement

Independent financial advice: Mapping your employees’ path to a comfortable retirement

By Everjoy Gumbo on 25 Oct 2024

Reading time: 8 mins

Everjoy Gumbo explains how employers can contribute to bridging South Africa’s retirement gap by availing access to independent financial advice, which can...

Insights categories - Retirement

Questions to ponder when choosing an umbrella fund

By Andrew Reid on 18 Jan 2024

Reading time: 6 mins

With the ability to leverage economies of scale to provide a cost-effective offering, umbrella funds have the potential to significantly transform the countr...

Insights categories - Retirement

How to choose the right default option for a retirement fund

By Shaheed Mohamed on 19 Oct 2023

Reading time: 7 mins

A well-designed default investment strategy should strike an appropriate balance between risk and return. Shaheed Mohamed, head of Group Savings and...

Insights categories - Corporate citizenship

COVID-19: Supporting umbrella fund members through the lockdown

By Saleem Sonday on 25 Mar 2020

Viewing time: 1 min

As we enter into lockdown, Saleem Sonday, head of group savings and investments, reassures umbrella fund members that the trustees continue to ensure that...

Insights categories - Retirement

How to bring conversations about saving out of the closet

By Saleem Sonday on 16 Aug 2019

Reading time: 5 mins

Talking about finances at work can seem like a taboo subject, especially given that conversations about salaries, bonuses or saving for retirement usually ta...

Insights categories - Retirement

Introducing the Allan Gray Umbrella Retirement Fund

By Nazia Kahlon on 29 Jun 2017

Viewing time: 1 min

Over the last four years, the market share of commercial umbrella funds has increased by 70%, at the expense of standalone employer funds...

Insights categories - Retirement

Introducing the Allan Gray Umbrella Retirement Fund 2017

By Nazia Kahlon and Saleem Sonday on 31 Mar 2017

Reading time: 11 mins

Group savings should be an extremely efficient way to prepare for a comfortable retirement. Nazia Suleman and Saleem Sonday discuss how Allan Gray plans to...

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