Explore the Category

Is the annuity debate shifting back to life, from living?

06 July 2020

It would serve South Africa’s financial advisers and financial planners well to walk some miles in their client’s shoes. In so doing they gain a clearer understanding of the difficulty that Jane and Joe Average face when navigating and understanding the complex retirement savings and pension funding world. One of the biggest challenges facing retirement savers in the defined contribution ‘space’ is which financial product to purchase to provide them with a monthly income in retirement. At first glance the choice is between a life annuity or living annuity; but there are many options to consider.

Updating your beneficiaries: ever-more important in uncertain times

02 July 2020

Leading independent financial services provider Fedgroup has seen an increase in the number of people taking the time to understand and update their policies and beneficiaries since the start of lockdown.

In case of emergency…

23 June 2020

No one could have predicted the unfolding impact Covid-19 would have, and each of us is experiencing it in some way. The economic disruption, experienced to various levels almost everywhere around the world, has revealed just how lucky the ones are who have some emergency financial reserves to lean on.