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Retirement / General

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Two-pot reform: Resist the urge to access your retirement annuity savings unnecessarily

Two-pot reform: Resist the urge to access your retirement annuity savings unnecessarily

21 May 2024

Understand that any withdrawal is a costly advance on your ultimate retirement benefit

The impact of SA’s Pension Funds Amendment Bill

The impact of SA’s Pension Funds Amendment Bill

20 May 2024

The unveiling of the Pension Funds Amendment Bill in South Africa signifies a notable stride in the adoption of the Two-Pot Retirement System.

How divorce may impact occupational retirement fund savings

How divorce may impact occupational retirement fund savings

15 May 2024

Divorce can significantly affect financial planning, especially concerning occupational retirement fund savings. For advisers, understanding the implications of the Pension Funds Act, the Divorce Act, and matrimonial property regimes is crucial in guiding clients through this complex process.

Why you need to plan for a longer retirement

Why you need to plan for a longer retirement

07 May 2024

As life expectancy rises and quality of life improves, South Africans are facing the pressing need to ensure financial security post-retirement.

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

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Think twice before cashing out your pension after moving jobs

Think twice before cashing out your pension after moving jobs

30 April 2024
Reimagining retirement planning

Reimagining retirement planning

23 April 2024
How to plan for a successful retirement

How to plan for a successful retirement

11 April 2024
Alexforbes publishes 2023 Manager Watch™– Survey of Retirement Fund Investment Managers

Alexforbes publishes 2023 Manager Watch™– Survey of Retirement Fund Investment Managers

03 April 2024
The two-pot retirement system: what’s really cooking?

The two-pot retirement system: what’s really cooking?

25 March 2024
Unlocking your team’s retirement funds’ potential post Regulation 28

Unlocking your team’s retirement funds’ potential post Regulation 28

21 March 2024
Update: The Proposed Two-Pot Retirement System and Consequences for Our Members

Update: The Proposed Two-Pot Retirement System and Consequences for Our Members

04 March 2024
1 September 2024 Confirmed implementation date of the Two-pot system

1 September 2024 Confirmed implementation date of the Two-pot system

27 February 2024