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Retirement

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How divorce may impact occupational retirement fund savings

How divorce may impact occupational retirement fund savings

15 May 2024 | General

Divorce can significantly affect financial planning, especially concerning occupational retirement fund savings. For advisers, understanding the implications of the Pension Funds Act, the Divorce Act, and matrimonial property regimes is crucial in guiding clients through this complex process.

What an emergency fund really is (and isn’t!)

What an emergency fund really is (and isn’t!)

09 May 2024 | Savings & Investments

John Lennon famously said, “Life is what happens to you while you’re busy making other plans.” To ensure you do not run into trouble when life gives you financial lemons, it’s good practice to start putting money aside in an emergency fund.

Why you need to plan for a longer retirement

Why you need to plan for a longer retirement

07 May 2024 | General

As life expectancy rises and quality of life improves, South Africans are facing the pressing need to ensure financial security post-retirement.

Think twice before cashing out your pension after moving jobs

Think twice before cashing out your pension after moving jobs

30 April 2024 | General

The days when someone stayed at the same company for their whole career, while not entirely gone, are extremely rare.

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

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FNB sees a 21% growth in Tax-free savings accounts

FNB sees a 21% growth in Tax-free savings accounts

25 April 2024 | Savings & Investments
Reimagining retirement planning

Reimagining retirement planning

23 April 2024 | General
How to plan for a successful retirement

How to plan for a successful retirement

11 April 2024 | General
Alexforbes publishes 2023 Manager Watch™– Survey of Retirement Fund Investment Managers

Alexforbes publishes 2023 Manager Watch™– Survey of Retirement Fund Investment Managers

03 April 2024 | General
The two-pot retirement system: what’s really cooking?

The two-pot retirement system: what’s really cooking?

25 March 2024 | General
Unlocking your team’s retirement funds’ potential post Regulation 28

Unlocking your team’s retirement funds’ potential post Regulation 28

21 March 2024 | General
Update: The Proposed Two-Pot Retirement System and Consequences for Our Members

Update: The Proposed Two-Pot Retirement System and Consequences for Our Members

04 March 2024 | General
1 September 2024 Confirmed implementation date of the Two-pot system

1 September 2024 Confirmed implementation date of the Two-pot system

27 February 2024 | General