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Life Insurance

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Expect significant impact once estate duty recommendations come into force

Expect significant impact once estate duty recommendations come into force

30 July 2015 | Estates & Wills

The initial proposals from the Davis Tax Committee on estate duty and trusts released in mid-July have caused a bit of a stir among taxpayers and practitioners alike. The committee was tasked with assessing South Africa’s tax policy framework and its role in supporting the objectives of inclusive growth, employment, development and fiscal sustainability.

Financial Foes: Dealing with those who deplete your resources

Financial Foes: Dealing with those who deplete your resources

29 July 2015 | General

Most of us have a person in our life who causes us to spend more than we can afford to. Although we may care for them, we cannot escape the fact that every time we come into contact with that person our purses feel a little lighter.

Women’s Month: Financial tips tailored to women

Women’s Month: Financial tips tailored to women

29 July 2015 | General

Men are from Mars and women are from Venus… perhaps a bit of a stretch, but there is some truth to the saying too; men and women are fundamentally different. They don’t look the same, they don’t sound the same and they don’t think in the same way.

The fastest way to change society is to mobilise the women of the world

The fastest way to change society is to mobilise the women of the world

28 July 2015 | General

Statesman Charles Malik once said, “The fastest way to change society is to mobilise the women of the world”. With that said, the United Nations Entity for Gender Equality and the Empowerment of Women (UN Women) released their Progress of the World’s Women 2015 - 2016 report earlier in the year and one of the most glaring insights was that, “women in Sub-Saharan Africa earn 30% less than men”.

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Question

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

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Is the risk worth the risk? How estate planning relates to your business

Is the risk worth the risk? How estate planning relates to your business

28 July 2015 | Estates & Wills
Saving is not an after thought

Saving is not an after thought

15 July 2015 | General
Sandwich Generation and its debts are growing, reveals 2015 Old Mutual Savings & Investment Monitor

Sandwich Generation and its debts are growing, reveals 2015 Old Mutual Savings & Investment Monitor

14 July 2015 | General
Life in a month

Life in a month

09 July 2015 | General
Savings: Turning small business into big business

Savings: Turning small business into big business

08 July 2015 | General
Death benefit lump sums to minors not aligned with pension reform

Death benefit lump sums to minors not aligned with pension reform

06 July 2015 | General
Piggy banks become investment portfolios - teach your kids to save

Piggy banks become investment portfolios - teach your kids to save

02 July 2015 | General
Foreign death certificates – what you need to know

Foreign death certificates – what you need to know

11 June 2015 | General