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Your dream sabbatical can happen – as long as you are financially prepared

21 May 2014 | General

Dreaming of taking a year off work to go cycling across Europe? Or completing that course in interior design you’ve been putting off? More and more people are opting for a mid-career ‘gap year’ to pursue other interests or reskill themselves to start afresh. But having a bold adventure comes with some financial risks and it is crucial to put proper financial plans in place before taking time out from the rat race.

Mind the gap - the “underinsured” gap

15 May 2014 | General

South Africans are still severely underinsured for disability. This is according to the ASISA 2013 Gap Analysis, which indicated that 67% of the country’s working population does not have enough risk cover to finance their lifestyle if they become disabled. Over and above that, becoming disabled impacts on their ability to save for retirement.

Rethink your role of motherhood this Mother's Day

08 May 2014 | General

There is no doubt that motherhood brings with it stress, sacrifice but also absolute joy! A mother’s role, whether single or married, is not just about emotional support.

Surety and Contingent Liability

30 April 2014 | General

It is general practice for financial institutions, when credit or financing is granted to a business entity such as a private company or closed corporation, that the business owner(s) sign security for the debt incurred. It is important to realise that the same principles will apply to the trustees of a trust, when the trust similarly incurs debt through a financial institution.

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Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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