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Publications - Retirement Reform

25 Aug 2017
Media Statement: Minister issues final Retirement Funds Default Regulations to improve member outcomes
(160kb)
Final Default Regulations (2,765kb)

09 Dec 2016
Media Statement: Revised Draft Default Regulations: Lowering charges and improving market conduct for Retirement Funds (167kb)
Draft Default Regulations (215kb)
Explanatory Memorandum to the Draft Default Regulations (281kb)

24 Nov 2015
Advantages of reforms (241kb)
Annexure A - Q&A (267kb)
Annexure B - Impact of annuitisation (212kb)
Annexure C - Data on members and net pay (256kb)
Annexure D - NT consultation responses (327kb)
Additional considerations (178kb)
TLAB Amendments (103kb)
TLAB Bill (1,260kb)

22 Jul 2015
Press Release: Retirement Reform: Lowering charges and improving market conduct (182kb)
Draft Default Regulations & Explanatory Memo (326kb)

09 Jul 2014
Press Release: Statement on the Impact of the Proposed Retirement Reforms (162kb)
FAQ on Retirement Reform (257kb)

14 Mar 2014
Press Release: Further details on the 2014 Budget announcements on retirement reform and non-retirement tax free savings products (230kb)
2014 Budget update on retirement reforms (694kb)
Non-retirement savings: Tax free savings accounts (783kb)

11 Jul 2013
Press Release: Charges in South African Retirement Funds (163kb)
Presentation on Charges in SA Retirement Funds, 11 July 2013 (552kb)
Technical Discussion Paper A for public comment: Charges in South African Retirement Funds (1,458kb)

27 Feb 2013
Retirement reform proposals for further consultation (366kb)

04 Oct 2012
Incentivising non-retirement savings (695kb)
Improving tax incentives for retirement savings (1,145kb)

21 Sep 2012
Enabling a better income in retirement (1,116kb)
Preservation portability and governance (748kb)

14 May 2012
Press Release: Retirement savings discussion paper (152kb)
Strengthening retirement savings: An overview of proposals announced in the 2012 Budget (934kb)




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