Archives

Retirement Fund

To Preserve Or Erode: The case for beneficiary funds

To Preserve Or Erode: The case for beneficiary funds

By David Hurford, Director Marketing and Consulting, Fairheads Benefit Services To preserve or erode: The case for beneficiary funds I am often challenged in trustee report back meetings about the rate of capital growth on beneficiary funds, and more specifically why...

read more
Comparison Rate model for beneficiary funds and umbrella trusts

Comparison Rate model for beneficiary funds and umbrella trusts

Since 2009 the beneficiary fund industry has grown to an estimated R9 billion. Add to this the umbrella trust sector valued at around 10 billion and it is clear that these vehicles are used to look after the benefits due to a significant number of vulnerable children...

read more
Fairheads