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Retirement / General

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Batseta encourages trustees to participate in vital infrastructure development

Batseta encourages trustees to participate in vital infrastructure development

21 February 2018

Given South Africa’s enormous infrastructure backlog and urgent need for additional funding, the Batseta Council of Retirement Funds recently partnered with the Gauteng Department of Human Settlements to convene its first infrastructure development workshop for pension fund trustees.

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

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

15 February 2018

Many trustees are establishing default annuity strategies which inadvertently set up their members for failure by giving them little to no guidance about the sustainability of their income in retirement and by not providing an option to secure a guaranteed Lifetime Income.

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

With the end of the tax year fast approaching, investors who are saving for retirement through their employer’s umbrella fund have until 28 February to maximise the annual tax incentives the government has put in place to encourage South Africans to save.

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

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

06 February 2018

When we think of our Golden Years, we like to imagine ourselves living comfortably, financially independent, being able to enjoy the simple daily things but also possibly travelling, picking up a hobby and so on. The sad reality is that many retirees in South Africa are struggling to meet the basic monthly expenses.

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Advise your clients to top up their RA and provide a reason to smile this tax season

Advise your clients to top up their RA and provide a reason to smile this tax season

29 January 2018
Ensuring your retirement plan will succeed

Ensuring your retirement plan will succeed

16 January 2018
Retirement savings vulnerable to tax increases

Retirement savings vulnerable to tax increases

04 December 2017
Can alternatives transform retirement fund returns?

Can alternatives transform retirement fund returns?

26 October 2017
Retirement Month: An ideal time to help your clients assess, review and rethink their retirement savings plan

Retirement Month: An ideal time to help your clients assess, review and rethink their retirement savings plan

25 October 2017
Get serious about retirement saving

Get serious about retirement saving

13 October 2017
As much income as possible at retirement, thank you!

As much income as possible at retirement, thank you!

04 October 2017
Is the SA retirement fund industry keeping up with the sustainable investing trend?

Is the SA retirement fund industry keeping up with the sustainable investing trend?

29 September 2017