Our valued readers today we publish the first series of the State of the Pension Fund Industry report by RIMCA. Please note we will be publishing a continuation of the series every month.
State of the Pension Fund Industry- Issue 1 of 2021
4 Decades On – How Well Has the Corporate Defined Contribution Pension Regime Fared!
(Part I of a Series)
AN accidental discovery of a loophole in a piece of legislation of one of the world’s most robust and highly regulated financial markets is today credited for the current corporate Defined Contribution (DC) models as we have them presently.
What was a routine pursuit of a tax efficient portfolio construction mechanism by an astute financial planner for one of his high net worth clients landed him on a page of a tax legislation act that was to inform and shape the design of DC arrangements globally for decades to come. For the full report, click the link below, happy reading State of the Pension Fund Industry- Issue 1 of 2021
