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Retirement / General

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The simple art of proof of life: more than just a Home Affairs check

The simple art of proof of life: more than just a Home Affairs check

12 April 2016

In the retirement fund industry, as well as the life insurance industry, it is vital to establish that the beneficiary of annuity payments is still alive. A regular check that they remain alive could save many thousands of rands and help prevent fraud.

Retirement savings: South Africans battle to take ‘tough decisions’

Retirement savings: South Africans battle to take ‘tough decisions’

12 April 2016

One of the most significant trends across the globe is the continuing increase in human longevity, largely due to ongoing improvements in nutrition, public health and medical technology. For working South Africans saving for their retirement, the impact can be dramatic – the fact that we are living longer than our predecessors means we need far more money for a much longer period of retirement.

Interest on late payment of retirement benefits

Interest on late payment of retirement benefits

01 April 2016

A retirement fund does not pay lump sum benefits on the date of receipt of notification of the claim.

Are you taking care of your future?

Are you taking care of your future?

30 March 2016

According to retirement expert and MD of Mr Retirement, Brian Spanier-Marson, 64% of all pensioners are forced to cut back on living expenses when they retire and 31% have to carry on working after the retirement age of 65. What’s more is that 29% of all pensioners also have debt.

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The power of preservation

The power of preservation

18 March 2016
RA or TFSA? - Maximising after-tax returns

RA or TFSA? - Maximising after-tax returns

11 March 2016
Emerging markets and pension funds: Do they mix?

Emerging markets and pension funds: Do they mix?

08 March 2016
Challenging the myths around SA's retirement reforms

Challenging the myths around SA's retirement reforms

03 March 2016
Volatility and drawing a retirement income

Volatility and drawing a retirement income

03 March 2016
Tax amendments - How are you impacted?

Tax amendments - How are you impacted?

02 March 2016
Budget Speech must not leave retirement industry in limbo

Budget Speech must not leave retirement industry in limbo

23 February 2016
T-Day changes to pension, provident and retirement funds

T-Day changes to pension, provident and retirement funds

22 February 2016