Retirement

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Knowing me… knowing you

01 April 2017

Most employees are handed the enrolment forms for their new employer’s retirement fund on their first day at work. If they are lucky, they may also receive a member booklet and be referred to a website for more information on their retirement fund. Seldom are they given any more information on the topic as their new job is regarded as being the priority.

The ins and outs of fees and funds

01 April 2017

Decisions around retirement saving solutions need to be holistic, with costs being one of the important elements to consider, alongside return potential and softer aspects like service and communication.

Bulldozing in change

01 April 2017

Conversations around retirement can be touchy. While many clients are on track to reach their retirement goals, many others have had to face a number of challenges along the way.

Innovation in retirement… it’s time

01 April 2017

In today’s ever-changing finance industry, there is a growing need for innovative ways to ensure that people are adequately prepared for a comfortable retirement. Research shows that as little as 6% of South Africans can afford to comfortably retire at the age of 65.

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Which of the FSCA’s AI learnings will present the greatest challenge to South Africa’s financial services institutions?

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