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Using a retirement annuity as an estate planning tool

22 July 2014

Additional contributions to an RA provide opportunities for astute estate duty and financial planning.

South Africans not achieving retirement savings goals

17 July 2014

Few South Africans reach their savings goal, largely through a combination of ignorance, neglect and poor discipline yet we are constantly reminded to consult with a professional adviser as soon as we start earning an income in order to achieve our retirement goals.

Retirement is changing. Are you ready?

17 July 2014

We can expect a number of changes from March 2015 and beyond. And the landscape around these changes is a complex one. Increasing longevity means one’s savings need to last longer and government’s proposals around retirement reform aim to encourage investors to act in their own best interests.

The five questions investors should ask when planning for retirement

01 July 2014

With the theme ‘Saving for the goal – The Path to Recovery’, this year’s July National Savings Month focuses on the importance of long term planning. However, many South Africans planning for their retirement are unaware that they could be losing as much as 60% of their total retirement returns, over an investment period of forty years.

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

View the Results