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Retirement

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Retirement report reveals heightened focus on goal setting

Retirement report reveals heightened focus on goal setting

18 June 2024 | General
Prepare for the two-pot system by sourcing and checking your retirement benefit statement

Prepare for the two-pot system by sourcing and checking your retirement benefit statement

10 June 2024 | General

The Retirement Matters Committee of the Actuarial Society of South Africa (ASSA) is encouraging retirement fund members to start preparing for the implementation of the two-pot system on 1 September 2024 by ensuring that they can access their most recent retirement benefit statements.

Sanlam urges South Africans to pause before withdrawing

Sanlam urges South Africans to pause before withdrawing

04 June 2024 | General

Sanlam has long been preparing for the Revenue Laws Amendment Bill, 2023 which President Ramaphosa has now signed into law, for implementation on 1 September 2024.

Leading Industry Body Welcomes the Official Establishment of the Two-Pot Retirement System

Leading Industry Body Welcomes the Official Establishment of the Two-Pot Retirement System

03 June 2024 | General

At the start of June, President Cyril Ramaphosa signed into law the amendment bill that establishes the "two-pot" retirement system, which allows members of retirement funds to access a portion of their retirement savings while still employed.

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Living annuities require dynamic management to preserve your capital

Living annuities require dynamic management to preserve your capital

03 June 2024 | Annuities
There’s no turning back, make sure your provider can pay Two-Pot claims

There’s no turning back, make sure your provider can pay Two-Pot claims

02 June 2024 | General
Massive step forward for two-pot on 1 September following President's signature of the revenue laws amendment bill says Old Mutual

Massive step forward for two-pot on 1 September following President's signature of the revenue laws amendment bill says Old Mutual

02 June 2024 | General
What you need to know now about the pending two-pot retirement system

What you need to know now about the pending two-pot retirement system

30 May 2024 | General
Dispelling the six leading misperceptions of South Africa's Two-Pot Retirement System

Dispelling the six leading misperceptions of South Africa's Two-Pot Retirement System

22 May 2024 | General
The two pots have now reached boiling point, but, there are still ‘pot-holes’ that require attention

The two pots have now reached boiling point, but, there are still ‘pot-holes’ that require attention

21 May 2024 | General
Two-pot reform: Resist the urge to access your retirement annuity savings unnecessarily

Two-pot reform: Resist the urge to access your retirement annuity savings unnecessarily

21 May 2024 | General
The impact of SA’s Pension Funds Amendment Bill

The impact of SA’s Pension Funds Amendment Bill

20 May 2024 | General