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Retirement / General

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The benefits of increasing offshore exposure in post-retirement

The benefits of increasing offshore exposure in post-retirement

19 March 2018

"Retirement is like a long vacation in Las Vegas. The goal is to enjoy it to the fullest, but not so fully that you run out of money." – Jonathan Clements.

The gender pay gap and poor retirement outcomes

The gender pay gap and poor retirement outcomes

15 March 2018

As new regulations in the UK tackle the gender pay gap, Emma Heap, head of retail at 10X Investments, says enduring pay inequality between men and women is one of the reasons so many women in South Africa are not able to retire comfortably.

Retirement funds and divorce

Retirement funds and divorce

15 March 2018

A divorce is a highly stressful time for both parties and the last thing either party wants is for there to be complications around the allocation of retirement fund benefits.

Budget review – why are retirees so badly off?

Budget review – why are retirees so badly off?

27 February 2018

The 2018 budget will place increased pressure on retirees’ disposable income because of income tax bracket creep. Simply put, inflationary annuity income increases may have pushed some middle to high income earners into a higher tax bracket.

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Retirement funds can reduce financial vulnerability through financial literacy programmes

Retirement funds can reduce financial vulnerability through financial literacy programmes

27 February 2018
Retirement annuities still a great “Tax Neutraliser” despite budget, Says Standard Bank

Retirement annuities still a great “Tax Neutraliser” despite budget, Says Standard Bank

23 February 2018
Post budget commentary : Retirement fund reform perspective

Post budget commentary : Retirement fund reform perspective

22 February 2018
Navigating turbulent retirement investment markets

Navigating turbulent retirement investment markets

22 February 2018
Batseta encourages trustees to participate in vital infrastructure development

Batseta encourages trustees to participate in vital infrastructure development

21 February 2018
Default annuities – are trustees setting up their members for failure?

Default annuities – are trustees setting up their members for failure?

15 February 2018
Top up your umbrella fund now to maximise your annual tax benefits

Top up your umbrella fund now to maximise your annual tax benefits

13 February 2018
Want to enjoy your Golden Years? Here’s how…

Want to enjoy your Golden Years? Here’s how…

06 February 2018