Points raised by the pension theme committees

Published Feb 26, 1997

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The following are the main points raised by the committees looking into proposed changes to retirement funding.

Old Age Assistance:

* A gradual move to abolish the means test for the State old age pension. This would cost R2 billion extra;

* Old age pensions should be determined both by the consumption needs of old people and the fiscal situation;

* Eligibility for old age assistance should be retained at age 60 for women and 65 for men.

Private Sector Retirement:

* Administration be made more efficient and fraud eliminated;

* A clear statement on protecting accrued tax benefits;

* Maximum age for RA funds should be raised to 75 or eliminated;

* Equal tax treatment across funds;

* Possible minium pensions.

Public Sector Retirement:

* Total equality in tax treatment of public and private sector pension funds to be achieved from March 1, 1998;

* Examine a pay-as-you-go funding arrangement and convert from a defined benefit to a defined contribution fund;

* Consider lowering the employer's contribution down to 17 percent and lower. Last year it was 18 percent and the previous year 20,8 percent.

Medical aid provision:

* Pre-fund for medical costs using an existing pension or provident fund, or create a new health-related vehicle. However, there are problems with both suggestions;

* Departments of Health and Finance to meet to discuss the theme committee's findings.

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