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No last will as the new year kicks in? No way!

10 January 2018 | Estates & Wills

Death without a Will creates unnecessary complications for loved ones.

Is your nest egg JustEnough to afford a nest in a retirement village?

13 December 2017 | General

December 2017 Many retirees may be surprised to discover that the cost of a home in a retirement village is out of their reach and the sale of their existing home might not be enough to afford retirement accommodation. So how much will be enough?

Don’t let your insurance cover take a holiday

11 December 2017 | General

Each December holiday season South Africans are confronted with shocking road fatality statistics. According to the AA, as many as 14,071 people died on South Africa’s roads in 2016 – a 9% increase from the12,944 deaths recorded in 2015.

R5 million required to fund the education of an average size family in SA

29 November 2017 | General

Financial planning for education came under the spotlight at a roundtable event recently hosted by Discovery Life. The discussion focused on key insights from a White Paper Discovery Life developed on current trends in education funding and protection in South Africa, and finding solutions in response to the various trends.

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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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