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From debt relief to used cars: where the Two-Pot money is going

From debt relief to used cars: where the Two-Pot money is going

16 April 2025

Since the implementation of South Africa’s Two Pot System on September 1, 2024, there has been considerable discussion about how pension fund members are using their withdrawal funds. With R43.4 billion claimed under the Two Pot System from September 2024 to January 2025, financial experts have observed some trends in consumer behaviour.

Don’t let inflation derail your retirement plan

Don’t let inflation derail your retirement plan

15 April 2025

We feel the effects of inflation in almost every aspect of our daily lives. From the rising cost of groceries to the escalating price of petrol, and especially the big increases in medical aid premiums, we often find ourselves wondering when this continual increase will finally subside. The truth is it won’t.

Life annuity rates up 11% this year amidst Trump and GNU chaos

Life annuity rates up 11% this year amidst Trump and GNU chaos

09 April 2025

Amidst the massive turmoil in local and global investment markets in the last week, there is good news for pensioners: life annuity rates are up 11% this year.

The fight against financial illiteracy is on

The fight against financial illiteracy is on

06 April 2025

April is Financial Literacy Month, and Andile Jonas, Head of Marketing at Momentum Savings, suggests some dance steps against a lack of knowledge in the boxing ring of finances.

quick poll
Question

Discovery’s 2024 data highlights suicide and motor vehicle accidents as leading causes of unnatural death claims. Which of these insurance planning priorities do you find most relevant in practice?

Answer
The Retirement Tightrope: Helping Clients Balance Security and Enjoyment

The Retirement Tightrope: Helping Clients Balance Security and Enjoyment

30 March 2025
Surge of Savings Pot Withdrawals in New Tax Year

Surge of Savings Pot Withdrawals in New Tax Year

05 March 2025
Actuaries concerned about the impact of climate change on retirement savings

Actuaries concerned about the impact of climate change on retirement savings

25 February 2025
Tax-free savings accounts: a decade of growth and opportunity

Tax-free savings accounts: a decade of growth and opportunity

24 February 2025
Time for advisers to wade into the two-pot advising opportunity

Time for advisers to wade into the two-pot advising opportunity

20 February 2025
The impact of retirement planning on your estate and your loved ones

The impact of retirement planning on your estate and your loved ones

04 February 2025
How to use retirement savings to pay less tax

How to use retirement savings to pay less tax

23 January 2025
Retirement planning through different life stages

Retirement planning through different life stages

23 January 2025
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