Retirement funds
Should minor members’ funds be used to save the family home?
Trustees of beneficiary funds are sometimes required to assist in saving the family home from being sold in execution by a bank by using a portion of the funds held in a minor member’s account. - by Robyn Cowie, Legal Director
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Fairheads News
As we enter the second half of the year and reflect on the past six months, it is apparent that the world is still grappling with an economic crisis. Reality has set in and although there are some signs of hope, economically we all understand that it will be a long journey. We have for the first time invited RisCura Consulting to provide us with a market commentary in Fairheads Times to assist in obtaining a better perspective of economic conditions. We thank them for their contribution and hope to make this a more regular feature.
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Fairheads News | Retirement funds
As South Africa battles through the numerous challenges it faces in educating children,organisations such as Fairheads have to not only ensure we understand the cultural diversity of our clients but also take into consideration their education levels.
by Monica d'Oliviera-Vilabril, Chief Operating Officer
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Fairheads News | Retirement funds
Fairheads Benefit Services is running a five-part series on beneficiary funds in The Sowetan. This is an educational series aimed at educating the public and our members about beneficiary funds and answering some frequently asked questions. If you would like to read the series,please visit the Fairheads website or Facebook page.
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Fairheads News | Retirement funds
RisCura act as asset consultants to Fairheads Benefit Services and helped us to devise our unique asset allocation process for beneficiary funds. This is an edited version of their market commentary at 30 June.
Markets were overextended after the prolonged rally in the past few months, so the correction in June was overdue. It is poignant to note that markets began to recover quickly towards the end of June as fear of rising interest rates started to abate. However, it is equally important to note how sensitive markets are to interest rate rises.
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Fairheads News | Events
Planning for the 2013 Fairheads Guardian Roadshow is well underway, and the excitement is mounting as the launch date for this year’s nationwide Fairheads Benefit Services guardian and member outreach draws near. This fourth consecutive roadshow initiative is scheduled to commence on 16 August, and will run until 30 November this year. – by Olefile Moea (Fairheads Guardian Roadshow Steering Committee)
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