Retirement / General

Solving the retirement savings challenge - Lessons from around the world

How to check that your retirement savings are invested in good causes rather than bad

Most South Africans would not knowingly support activities that might harm the environment, endanger the health of others or violate the rights of workers. Still, unless you know where your money is going, how can you be sure that it is being spent or invested responsibly?

Annuity choices in retirement

As you approach retirement, one needs to decide the age you would like to retire at. More importantly, whether you can in fact retire with the available funds you have and if the income you will receive will sustain you for the rest of your life.

Institutional DFMs - an excellent solution for retirement funds

With the aim of ensuring fair outcomes for financial customers, South African regulators are advocating for a greater separation of financial advisory and investment management activities. Consequently, financial advisors are increasingly partnering with Discretionary Fund Managers (DFM).