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Retirement

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Considerations when investing for retirement

Considerations when investing for retirement

25 September 2012 | General

The ability to predict the future with a high degree of certainty is the most critical feature of any retirement plan. An investor saving for retirement will want to know that they are saving enough to be able to sustain a desired lifestyle at their futur

Meritum Umbrella funds initiate strategic broker engagements

Meritum Umbrella funds initiate strategic broker engagements

19 September 2012 | General

Established in 2004, Meritum Umbrella Funds are independent, autonomous and professionally managed retirement savings platforms that combine the flexibility and choice of stand-alone retirement funds with the cost and operational efficiency of umbrella fu

National Treasury again stressed that pension fund trustees should pay more attention to passive investing as an option

National Treasury again stressed that pension fund trustees should pay more attention to passive investing as an option

13 September 2012 | General

In line with the National Treasury’s recent white paper on strengthening retirement savings, retirement policy specialist at National Treasury, David McCarthy, has suggested that pension fund trustees should carefully consider the option of passive invest

ETFs offer multiple opportunities to realise retirement reforms in SA

ETFs offer multiple opportunities to realise retirement reforms in SA

07 September 2012 | General

National Treasury’s recently issued white paper entitled ‘Strengthening retirement savings – An overview of proposals announced in the 2012 Budget’ demonstrates government’s commitment to implementing long-overdue retirement and savings reforms and identi

quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
Spending in Retirement

Spending in Retirement

06 September 2012 | General
Saving for Retirement

Saving for Retirement

30 August 2012 | General
An update on Retirement Reform – OMAC Actuaries & Consultants

An update on Retirement Reform – OMAC Actuaries & Consultants

29 August 2012 | General
Using a trust as part of your retirement planning: Five good reasons

Using a trust as part of your retirement planning: Five good reasons

23 August 2012 | General
Tax should be top of mind when structuring a retirement savings plan

Tax should be top of mind when structuring a retirement savings plan

16 August 2012 | General
Understanding the risks for defined benefit pension funds

Understanding the risks for defined benefit pension funds

14 August 2012 | General
Mind the gap – a practical guide to a healthy retirement

Mind the gap – a practical guide to a healthy retirement

07 August 2012 | General
Rate cuts put pressure on defined benefit pension funds

Rate cuts put pressure on defined benefit pension funds

07 August 2012 | General