In this newsletter:
Benchtest 04.2015; thought leader or unneccesary product; the life stage model; what was all the fuss about; death benefits, housing loans and tax and more..
The 5 year period from July 2005 to June 2010 is a very representative period in terms of long-term investment returns as it covers both a bull and a bear run in the markets but produced returns reflecting what one can expect over the long-term.
Based on the experience of this 5 year period, trustees contemplating the introduction of the life stage model, should be very clear on what their objectives are in terms of absolute returns, volatility and probability of underperformance.
RFS and Benchmark donate to youth group
In May 2015, Retirement Fund Solutions and Benchmark Retirement Fund donated backpacks to members of the PPC Youth Group in Windhoek.
Kai Friedrich's Administration Forum
The standards relevant to pension funds can be downloaded here...
The following new forms that are to be used with effect from 13 February 2015:
Click here to download the forms...
Namfisa Statistical Bulletin Q4 2014 - Pension funds in perspective
Download the full report here...
Of these, our feedback is that only the Tukuneni Capital Fund and Allegrow Fund are currently actively seeking investment capital.
There are likely to be very few instances where a Namibian pension fund will effectively pay SA withholding tax at the rate of 10%, which was hitherto unknown. Read the full article here...
Read the detailed article by Jeff Haden on Linkedin, here...
Read the full article by Jerome Knysewski on Linkedin, here...