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Retirement / General

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Factors to consider about your retirement plans when changing jobs

Factors to consider about your retirement plans when changing jobs

08 October 2018

Many people are more likely to change jobs during their working life. When this happens, individuals must consider the financial implications that comes with changing jobs, especially long-term plans such as retirement planning.

Our take on US order to ease retirement regulations

Our take on US order to ease retirement regulations

11 September 2018

This year is proving to be an active year for retirement-related legislation, with a mix of new proposals emerging and some familiar ones reappearing, not to mention the handful of modest changes to retirement plans that were enacted as part of February’s Bipartisan Budget Act. On August 31, President Trump signed a new executive order that offers several changes to retirement plans. Here, Franklin Templeton’s Yaqub Ahmed and Drew Carrington, who attended the signing, highlight a few aspects of it.

Voluntary Purchase Annuities (VPAs) – an underutilised but tax-efficient investment choice

Voluntary Purchase Annuities (VPAs) – an underutilised but tax-efficient investment choice

10 September 2018

When choosing an annuity in retirement it is critical to make sure that the benefit from your savings will outlast your lifetime.

Worried about your retirement? Keep these 5 important habits in mind

Worried about your retirement? Keep these 5 important habits in mind

30 August 2018

Amidst all the uncertainty created by trade war(s), Brexit negotiations, noise around possible land claims and the fallout from President Trump’s latest Twitter outburst - planning for a comfortable retirement can be scary for investors. However, making impulsive investment decisions based on these current events could have a negative effect on retirement savings.

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

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Moving towards transparency : What ASISA’s standardised cost disclosure for umbrella funds really means

Moving towards transparency : What ASISA’s standardised cost disclosure for umbrella funds really means

29 August 2018
Tips on stretching your retirement savings

Tips on stretching your retirement savings

29 August 2018
How the Fourth Industrial Revolution can make yours a happier family

How the Fourth Industrial Revolution can make yours a happier family

23 August 2018
Ensuring financial security in retirement

Ensuring financial security in retirement

23 August 2018
Why women need to save more for retirement than men do

Why women need to save more for retirement than men do

16 August 2018
The concept of retirement may need to be retired

The concept of retirement may need to be retired

13 August 2018
Survey highlights women’s retirement insecurities

Survey highlights women’s retirement insecurities

08 August 2018
True storytelling

True storytelling

08 August 2018