Retirement / General

What South Africans can do today to improve their retirement savings

A portion of South African employees are managing to win the retirement savings battle by making the right investment decisions. This is a positive indicator that the retirement savings crisis isn’t all doom and gloom.

Plain sailing

What your clients must know about Treasury’s two-pot retirement system

Government and National Treasury (NT) have ambitious plans to tackle two critical shortcomings in South Africa’s retirement funding landscape. They have proposed a two-pot retirement solution that they believe will allow retirement fund members to access some of their accumulated retirement savings during times of financial hardship, while simultaneously improving preservation practices.

National Treasury and SARS refine “two-pot” retirement proposals in response to feedback