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Endowments, used smartly, can create immense value

04 July 2014 | General

If you are a higher income earner looking for an investment that will result in you paying less tax, while still following a growth investment strategy, and where maximum liquidity is not essential, then an endowment may just be the right investment option.

Discovery Life’s annual claims experience reaffirms the need for comprehensive life, severe illness and disability cover

03 July 2014 | Dread Disease and/or Disability / Critical Ilness

Discovery Life paid out close to R2 billion in claims to South Africans or their estates in 2013, and more than R10.3 billion to date since Discovery Life was established in 2000.

Life-stage financial mistakes to avoid, for the sake of your security

27 June 2014 | General

South African households, with more limited incomes in the current highly inflationary environment, are nowadays caught between a deep desire to save the rock of saving for a comfortable retirement, and the hard place of leaving a legacy for their children.

Prepare for 30 years’ unemployment! – that’s the warning to top earners from Imara

24 June 2014 | General

The penny has still not dropped for most middle-aged salary earners that the financial planning challenge they face boils down to timely preparation for 30 years of unemployment.

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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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Positive changes for widows and orphans

10 June 2014 | General

Financial Services Laws General Amendment Act changes: Living Annuities and divorce

06 June 2014 | General

The link between lifestyle habits and claim experiences

05 June 2014 | General

Jointly owned bank accounts in the British Isles - pitfalls and planning strategies

29 May 2014 | General

UK student loan repayment stats highlight similar SA issues

28 May 2014 | General

Life must go on after the funeral

28 May 2014 | Funeral Cover

Rule #1: Life provides no guarantees