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Retirement / General

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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

By addressing both the urgent need for financial liquidity and the essential goal of preserving retirement savings, the Two-Pot system is poised to guarantee a brighter future for employed South African youth.

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

With the imminent rollout of the Two-Pot Retirement System, financial advisers must caution retirement annuity investors, pension, and provident fund members about the tax pitfalls of early withdrawals, according to Sean van Zyl, Certified Financial Planner® at Old Mutual Personal Finance.

7 Ways To Preserve Today and Live Comfortably Tomorrow

7 Ways To Preserve Today and Live Comfortably Tomorrow

20 June 2024

It’s no secret that South Africa is facing a retirement crisis. According to Lynette Uys, Financial Coach and Retirement Benefit Counsellor at Momentum Corporate, only 6% of the population on track to retire comfortably, but what about the rest of the workforce?

Retirement report reveals heightened focus on goal setting

Retirement report reveals heightened focus on goal setting

18 June 2024
quick poll
Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer
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
Sanlam urges South Africans to pause before withdrawing

Sanlam urges South Africans to pause before withdrawing

04 June 2024
Leading Industry Body Welcomes the Official Establishment of the Two-Pot Retirement System

Leading Industry Body Welcomes the Official Establishment of the Two-Pot Retirement System

03 June 2024
There’s no turning back, make sure your provider can pay Two-Pot claims

There’s no turning back, make sure your provider can pay Two-Pot claims

02 June 2024
Massive step forward for two-pot on 1 September following President's signature of the revenue laws amendment bill says Old Mutual

Massive step forward for two-pot on 1 September following President's signature of the revenue laws amendment bill says Old Mutual

02 June 2024
What you need to know now about the pending two-pot retirement system

What you need to know now about the pending two-pot retirement system

30 May 2024
Dispelling the six leading misperceptions of South Africa's Two-Pot Retirement System

Dispelling the six leading misperceptions of South Africa's Two-Pot Retirement System

22 May 2024
The two pots have now reached boiling point, but, there are still ‘pot-holes’ that require attention

The two pots have now reached boiling point, but, there are still ‘pot-holes’ that require attention

21 May 2024