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How to plan adequately for retirement from your 20s-40s

04 June 2021

Starting to save as early as possible (no matter what your age) is the best way to achieve your retirement goals. There is no substitute for this reality.

What to think about if you’re offered early retirement

03 June 2021

The negative economic impacts of COVID19 are being felt by many employers and reducing operational costs has become a critical priority – the primary of these being reducing their salary bill. Hence, a strategy is to offer employees who are a few years away from retirement, the opportunity to retire early, possibly without the usual penalties imposed for cashing in their retirement funds prematurely.

De minimis surrender value of retirement annuity funds increased

03 June 2021

Members of retirement annuity funds with surrender values lower than R15 000 may now withdraw the full amount, after this year’s Budget Review saw an increase from R7 000.

Longevity favours the rich, but poor also benefit in new generation life annuities

01 June 2021

Most conventional life annuities are priced against just two factors that influence longevity – age and sex. Yet there is a host of other factors that should be considered in arriving at a fair price for each person.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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