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Retirement / General

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Why two-pot is the best thing since sliced bread

Why two-pot is the best thing since sliced bread

25 July 2024

Pieter Albertyn, Head of Product Solutions at Momentum, contemplates the new retirement system.

Advisers key in improved retirement outcomes

Advisers key in improved retirement outcomes

25 July 2024

Employee benefits consultants, financial advisers and financial planners intent on advising retirement fund members towards sustainable retirement outcomes will have to overcome a widening trust deficit, and step into the savings process much earlier. Sanlam Benchmark 2024 has flagged the growing distrust among consumers in the country’s financial institutions, financial sector regulators and government policymaking as a major concern alongside the trend of delaying seeking financial advice until retirement.

Yet more two-pot essentials for advisers, clients

Yet more two-pot essentials for advisers, clients

23 July 2024

Yes, dear reader, you guessed it from the headline. Today’s newsletter is another ‘what you need to know about the two-pots retirement system’ explainer. You may as well resign yourself to plenty more of this type of article in your mailbox over the coming months as all and sundry prepare for the solution’s 1 September 2024 implementation date.

President signs Pension Funds Amendment Bill, Two-Pot Retirement System on track for 1 September

President signs Pension Funds Amendment Bill, Two-Pot Retirement System on track for 1 September

22 July 2024

President Cyril Ramaphosa has signed the Pension Funds Amendment Bill, amending pension-related legislation to enable the implementation of the recently legislated Two-Pot Retirement System, geared towards bolstering retirement savings.

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Two-Pot legal hurdle crossed, now the race to prepare is on - Pension Funds Amendment Bill signed into law today 21 July 2024

Two-Pot legal hurdle crossed, now the race to prepare is on - Pension Funds Amendment Bill signed into law today 21 July 2024

22 July 2024
The Two-Pot dilemma: balancing flexibility with financial stability

The Two-Pot dilemma: balancing flexibility with financial stability

17 July 2024
The Two-Pot System will change the future of how we all plan for retirement

The Two-Pot System will change the future of how we all plan for retirement

01 July 2024
Revolution in Retirement: How the 'two-pot' system brightens the future for South Africa's young workers

Revolution in Retirement: How the 'two-pot' system brightens the future for South Africa's young workers

26 June 2024
Advisers warn of tax risks of early withdrawals under new Two-Pot Retirement System

Advisers warn of tax risks of early withdrawals under new Two-Pot Retirement System

26 June 2024
7 Ways To Preserve Today and Live Comfortably Tomorrow

7 Ways To Preserve Today and Live Comfortably Tomorrow

20 June 2024
Retirement report reveals heightened focus on goal setting

Retirement report reveals heightened focus on goal setting

18 June 2024
Prepare for the two-pot system by sourcing and checking your retirement benefit statement

Prepare for the two-pot system by sourcing and checking your retirement benefit statement

10 June 2024