Retirement / General

Don’t cash in your retirement savings when you change jobs

When you leave a company, one of the most important financial decisions you’ll have to make is what to do with your retirement fund assets.

Safeguarding your clients against retirement Armageddon

The latest in a long line of annual retirement tracking studies shows that six-in-10 South Africans expect to rely on their children for financial support through their golden years, while one-in-three have not bothered to do any retirement funding calculations at all. These and other statistics shared in the Just Retirement Insights 2022 confirm that most of us face a ticking retirement time-bomb, that only a professional financial adviser can defuse.

Regulatory update – Impact of the offshore limit increase on retirement portfolios

In South Africa, retirement fund investments are required to comply with Regulation 28 of the Pension Funds Act.

New retirement report suggests a more permanent mind shift from flexibility to certainty