South Africa - Pension System Overview

 

• IOPS Country Profile: South Africa 2022 (pdf)

• South Africa: Pension system in 2018 (Pensions at a Glance 2019. OECD and G20 indicators)

• South Africa Voluntary funded pension profile 2022 (ISSA/OECD/IOPS complementary and private pensions database)

Retirement reform:

• South African Retirement Reform, November 2013 (presentation given at the IOPS Technical Committee meeting, Tour d'Horizon session)
  
• Incentivising non-retirement savings, National Treasury, October 2012
• Improving tax incentives for retirement savings, National Treasury, October 2012
• Enabling a better income in retirement, National Treasury, September 2012
• Preservation, portability and governance for retirement funds, National Treasury, September 2012

Other resources:

• Charges in South African retirement funds, National Treasury, (July 2013)
• Preservation, portability and uniform access to retirement savings, National Treasury, (September 2012)
• A safer financial sector to server South Africa better, National Treasury Policy Department, (February 2011)
• Treating customers fairly, Discussion paper by the Financial Services Board of South Africa, (April 2010)
• 'South Africa's Mandatory Defined Contribution Retirement Saving System', Department of Social Development, Rob Rusconi, 2007

 

Video:

• IOPS Toolkit for Risk-based Supervision : Communicating Supervisory Assessments: 

 

Key regulatory and Supervisory Authority

• Financial Sector Conduct Authority (FSCA), www.fsca.co.za