Retirement

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Understanding the mortality credit

01 October 2014

At retirement, South Africans typically consider two options for a retirement income: a living annuity and a traditional life annuity. Life annuities pay a minimum income for life and are the traditional choice at retirement. On the other hand, living annuities are not guaranteed for life but they have the ability to grow with strong investment returns.

The much needed conversation

01 August 2014

South Africans have the ability to be motivated into an action through well run public awareness campaigns. Through the effort of many companies, South Africans were educated on the need to create a savings culture within their daily lives during National Savings Month which happens during July every year.

Coach your client to achieve financial certainty

01 August 2014

How much do I need for retirement? This is one of the questions clients constantly ask, in conjunction with am I on track and how long will my money last? All of which revolve around the same theme: financial certainty.

Living annuities : the debate continues

01 August 2014

It was intriguing to read a recent Business Day article headlined NUM Warns Treasury On Pensions. In the article the National Union of Mineworkers (NUM) warned of a high possibility of strikes and protests, should Treasury proceed with its retirement reform plans.

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

Retire another day Mr Bond?

01 August 2014

Retirement is not a high-stakes game

02 June 2014

Tougher regulation necessary

01 April 2014

Advice: not negotiable!

01 April 2014

Saving for retirement : active or passive choice?

01 April 2014

Combining the best of two worlds to mitigate longevity risks

01 April 2014

Retirement fund contributions a tax changing picture

01 April 2014

Defined benefit plans – less is more

01 April 2014

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Magazine Archives FAnews & FAnuus / Retirement

Understanding the mortality credit

The much needed conversation

Coach your client to achieve financial certainty

Living annuities : the debate continues

Retire another day Mr Bond?

Retirement is not a high-stakes game

Tougher regulation necessary

Advice: not negotiable!

Saving for retirement : active or passive choice?

Combining the best of two worlds to mitigate longevity risks

Retirement fund contributions a tax changing picture

Defined benefit plans – less is more