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Is equity essential for retirement investment portfolios?

08 February 2017

The answer to this apparently simple question is twofold. Before one can delve into the issue of the importance of equities in investment portfolios aimed at retirement, it’s necessary to investigate the concept of retirement investment as a whole. In this regard, it’s necessary to consider the fact that the advancement of medical science now means that most people are likely to spend virtually the same amount in retirement as they did working and building up their retirement nest egg.

Information overload and pension increases: leading to sub-optimal outcomes?

06 February 2017

How LDI strategies help trustees convert data into knowledge.

90% of SA workers not saving enough for retirement

02 February 2017

Eight of every ten new global clients taken on by deVere in 2016 were not saving enough in order to be able to have a comparable lifestyle in retirement, shares Nigel Green, founder and chief executive of the financial advisory firm.

The benefits of direct share investments in a retirement portfolio

26 January 2017

Many investors aren’t aware that they can hold individual shares directly (as opposed to holding them via unit trusts or life funds) as part of their retirement investments. Whether it’s a retirement annuity or a preservation fund, several financial services providers offer you the opportunity to enjoy the benefits of a direct share investment while still enjoying the tax advantages of a retirement wrapper. In addition, you can have a private share portfolio in a living annuity.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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