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Global Benefit Programmes

Leveraging on the scale of a global workforce

South Africans are continuously looking for ways to save or spend wisely. Households may for example increase savings by making small adjustments to spending habits and by purchasing cheaper goods and services. By reviewing benefit arrangements, Trustees, Compensation and Benefits Managers and HR Specialists can also play an important role to ensure employees are better positioned to save. These small adjustments add up and can result in significant savings.

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Global Money Week: Investing in the Digital Age

​Last week Wits Business School hosted a panel discussion to coincide with Global Money Week. Divisional Director of Liberty Investments, Vimal Chagan was invited to share his thoughts on "Investing in the digital age." Here are a few key points that Vimal touched on:

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419 Scam

​​Please do not respond to a fraudulent SMS that you may have received about a Liberty Quick Loan as this is not part of our product offering. Please delete the SMS and do not share your personal information.

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Understanding unclaimed benefits

​An unclaimed benefit is a benefit that is due to a member or former member of a fund, or that member’s beneficiary, where the benefit has not been paid for atleast 24 months

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Understanding when you can access your retirement funds

​​Can members withdraw from an occupational retirement fund without leaving the company? Retirement funds provide means for employees to save for their retirement years. However, only about 6% of South Africans can maintain their standards of living in retirement.​

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Understanding how to get maintenance for a child from a pension fund

​​Money in a retirement fund is protected by law from any form of attachment by order of court, but there are exceptions.

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Principles and Practices of Financial Management

​​The Principles and Practices of Financial Management (PPFM) are set in accordance with the Financial Services Board (FSB) directive 147.

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Understanding what happens when a loved one dies

​Pay-outs follow fund rules and the law

A death of a family member is always heart-breaking and leaves the surviving spouse, dependants and other family members in a difficult state. Many families are often not aware of the procedures to follow.

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Understanding how employer compensation may affect your retirement benefits

​As much as employees have the benefit of employers making contributions towards their pension funds, employers also have a right to be compensated under certain circumstances (provided for in section 37D of the Pension Funds Act) from these benefits.​​

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Understanding your retirement options and divorce

Over the past couple of decades much has been said about how a person’s retirement savings become part of the joint estate, available for sharing with their spouse upon divorce.

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Deriving strategic investment value from offshore profits

​​As South Africa recently slipped into a technical recession; local investors are concerned about weaker investment returns. Vimal Chagan, Divisional Director: Asset Management, Individual Arrangements at Liberty Group shares his views on the investment environment and what investors should consider in order to maximise their portfolios’ potential.

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Investing just got as easy as sitting in the sun or going for a run

​​It's national Savings Month, the perfect time of the year for South Africans to revisit their saving and investment exploits. For those people who haven't started saving, or feel that they are saving too little can now start doing so with Stash, a new savings and investment app powered by Liberty.

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Libertas

​​In this edition of Libertas, we look at how organisations and employees can improve their productivity, morale and performance. We also look at the role of technology in investment planning and what automation means for the future of employment.

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Security Alert: Phishing email sent from Dropbox

​​Please take heed of this new phishing email. The email prompts for a payment that was sent via Dropbox.

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Red roses last a week - Financial planning lasts a lifetime

​​February is the month when new relationships flourish and long-standing relationships are renewed. Money plays an important role in the success of relationships. When it is in scarce supply it puts pressure on relationships and immense strain on marriages.

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Surplus in pension funds

​In 2001 the Pension Funds Second Amendment Act, commonly called the "Surplus Act" came into place. The Act aims to ensure that former members of pension and provident funds, who did not get paid their full share of their fund benefit, could be included in a surplus distribution exercise without making the pension or provident fund insolvent. 

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Dealing with divorce

​What happens to my retirement savings post-divorce? This is not an easy question to ask, but you need to know what options are available so that you can properly plan for your retirement.

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Leaving a legacy

Plan ahead so that your loved ones are taken care of when you're no longer there to take care of them.

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Saving for a rainy day

​​What happens to my pension fund if the company that I work for closes down? This can be a lengthy process and you may need to rely on your savings until you find a new job.​

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The role of a Trustee

​A Trustee is a person who looks after an employee's retirement money and financial interests. They ensure that monies entrusted to a retirement fund are well looked after.

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Leaving your job

​What happens to your retirement fund when you leave your job? The choice you make can have long-term effects on your retirement options.

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Rising medical bills?

As the gap widens between medical scheme cover and specialist bills, medical gap cover is becoming more popular as an affordable protection against rising medical costs.​​​

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Liberty Group Limited (Reg. no 1957/002788/06) is a registered Long Term Insurer and an Authorised Financial Services Provider (FAIS no 2409).

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