Retirement / General

Why outdated living annuity beneficiary nominations could burden families

A living annuity is one of the most widely used retirement income products in South Africa.

Solving the retirement equation with multi-asset thinking

If you’re investing for retirement, the goal is clear: achieve income and growth while minimising risk. Yet balancing the fear of market losses with the need to outpace inflation can make that goal seem out of reach.

Two-pot exposes an advice gap the industry can no longer ignore

By the end of March, at the very start of the 2026/2027 tax year, Sanlam had already received over 75 000 two-pot withdrawal applications, to the value of R1.2 billion.

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