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The role of a securities portfolio in your holistic retirement plan

The role of a securities portfolio in your holistic retirement plan

10 January 2025

Retirement isn’t just about reaching a certain age and stopping work. It’s about ensuring that your savings and investments can provide a sustainable income to cover your living expenses, medical expenditure and lifestyle needs well into the future.

The tax implications of two-pot withdrawals

The tax implications of two-pot withdrawals

11 December 2024

South Africa’s two-pot retirement system, introduced on 1 September, divides all future contributions from retirement fund members into two components: a savings component and a retirement component.

Regulator confronts savings pot challenges and legacy pension fund issues

Regulator confronts savings pot challenges and legacy pension fund issues

09 December 2024

Three insights crystalised as your writer mulled the latest regulatory update around the ‘deluge of savings pot withdrawals’ taking place since the 1 September 2024 implementation of the two-pot retirement solution.

A two-pot holiday is more expensive than a credit card getaway

A two-pot holiday is more expensive than a credit card getaway

05 December 2024

Therèse Havenga, Head of Business Transformation at Momentum Savings, sets out how much a holiday can really cost you.

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5 key risks to consider in retirement planning

5 key risks to consider in retirement planning

05 December 2024
Resisting the lure of the two-pot cookie jar this festive season

Resisting the lure of the two-pot cookie jar this festive season

29 November 2024
Turning the page on traditional financial planning

Turning the page on traditional financial planning

18 November 2024
Understanding the Two-Pot Retirement System: What Financial Advisors Need to Know

Understanding the Two-Pot Retirement System: What Financial Advisors Need to Know

12 November 2024
Pension Fund Administrator Fees: Two-pot system and Unclaimed Benefit

Pension Fund Administrator Fees: Two-pot system and Unclaimed Benefit

11 November 2024
Unclaimed Benefits and the 'Two-Pot' System: A Powerful Economic Stimulus

Unclaimed Benefits and the 'Two-Pot' System: A Powerful Economic Stimulus

07 November 2024
Wake up to the consequences of medical expenses in retirement

Wake up to the consequences of medical expenses in retirement

04 November 2024
Reassessing Financial Goals After a Two-Pot Withdrawal: The Adviser’s Proactive Approach

Reassessing Financial Goals After a Two-Pot Withdrawal: The Adviser’s Proactive Approach

30 October 2024
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