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Including infrastructure investments in your retirement funds

Including infrastructure investments in your retirement funds

30 January 2023

If you’re saving for retirement either through formal pension funds, retirement annuities or via a Regulation 28-compliant unit trust, you should be aware that from 3 January 2023, your funds are now able to invest in infrastructure assets and will have a higher private equity limit.

Saving for retirement tax-efficiently

Saving for retirement tax-efficiently

24 January 2023

Investing in retirement products not only offers tax benefits but is designed to offer a structured approach to saving towards retirement over the long term, along with features to help safeguard retirement savings.

Retirement fund trends: here’s how they will affect you

Retirement fund trends: here’s how they will affect you

19 January 2023

According to the South African Treasury, only 6 out of every 100 South Africans will be able to retire comfortably.

Regulatory update: Two-Pot System for retirement funds

Regulatory update: Two-Pot System for retirement funds

09 December 2022

South Africa’s retirement fund legislation has undergone a series of changes since 2012 as part of government’s Retirement Reform process, which is aimed at ensuring that retirees make adequate retirement provision.

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The pros and cons of post-retirement annuities

The pros and cons of post-retirement annuities

07 December 2022
A Gift that Keeps on Giving in Retirement

A Gift that Keeps on Giving in Retirement

06 December 2022
Will the proposed two-pot retirement system help SA savers?

Will the proposed two-pot retirement system help SA savers?

06 December 2022
South Africa ranks 34th in the Mercer CFA Institute Global Pension Index

South Africa ranks 34th in the Mercer CFA Institute Global Pension Index

22 November 2022
Pioneering a holistic approach to health and wealth ‘wellness’ through retirement

Pioneering a holistic approach to health and wealth ‘wellness’ through retirement

17 November 2022
Five trends that will shape Umbrella Funds in 2023

Five trends that will shape Umbrella Funds in 2023

16 November 2022
Disposition effect reveals Gen X investors are getting antsy for retirement

Disposition effect reveals Gen X investors are getting antsy for retirement

09 November 2022
Financial Fears Faced in Retirement

Financial Fears Faced in Retirement

25 October 2022