Retirement

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It’s all about simplifying the message

02 August 2015

Retirement planning is simple. At least, I am going to look at it in a simple way that may resonate with your clients and enhance your advice process, including the conversations you have and how you have them.

Repair the disconnect through communication

02 August 2015

The Sanlam Benchmark Survey has highlighted the fact that the typical South African employee does not engage with their retirement funding journey until it is too late to make a material difference to the quality of their lives in retirement. There are a number of reasons why this is the case, and the industry is attempting to address these in constructive and practical manners.

Retirement reform moving at a snail's pace

01 June 2015

The retirement funding industry waited with bated breath for the Minister of Finance to announce the next steps in retirement reform in his 2015 Budget Speech.

RA vs tax-free savings… a valid debate

01 April 2015

Tax-free Savings Accounts (TFSAs) offer a range of attractive benefits and should be considered as part of a client’s savings plan. However, these accounts do not outshine Retirement Annuities (RAs) as a vehicle for retirement planning.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

Loyalty programmes… adding value?

01 April 2015

Keeping up with unclaimed benefits

01 April 2015

Will your client survive old age?

02 February 2015

Managing longevity

02 February 2015

Open your mind to a new retirement outlook

03 November 2014

Retirement savings – a simple solution

01 October 2014

Living longer...

01 October 2014

Retirement income shake up

01 October 2014

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Magazine Archives FAnews & FAnuus / Retirement

It’s all about simplifying the message

Repair the disconnect through communication

Retirement reform moving at a snail's pace

RA vs tax-free savings… a valid debate

Loyalty programmes… adding value?

Keeping up with unclaimed benefits

Will your client survive old age?

Managing longevity

Open your mind to a new retirement outlook

Retirement savings – a simple solution

Living longer...

Retirement income shake up