Giselle Gould Fairheads

IRFA Conference: Evolution of beneficiary funds

September 2015 Giselle Gould leads panel discussion Giselle Gould, Business Development Director at Fairheads, led a panel discussion at the IRFA Conference in Cape Town in July, as an independent convenor. David Hurford, Head of Sponsored Products, also took part. Following below is a summary of the discussion that was published on the EBNet website post-conference. Discussion theme: Evolution of …

Olefile Moea Fairheads

Age 18 – Is it appropriate?

June 2015 By Olefile Moea, Consultant Following years of verbal engagement, a formal written submission was recently made to the Financial Services Board to amend pension fund legislation such that death benefit lump sums administered by beneficiary funds, umbrella trusts or retirement funds on behalf of minor dependants not be automatically paid out to such minors when they turn 18. The …