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Retirement

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South Africa’s new Two (three) Pot system

South Africa’s new Two (three) Pot system

27 February 2024 | General

In 2024, South Africa will finally see another major change to our retirement system. Although known as the “Two Pot system”, in reality, and for most, it will be a new three pot system.

Different breeds for different needs

Different breeds for different needs

20 February 2024 | General

There are different types of people in this world – early birds and night owls, those who read the book and those who wait for the movie, tea addicts and coffee connoisseurs and, famously, dog people and cat people.

Tap into tax benefits this February

Tap into tax benefits this February

13 February 2024 | General

If you’re saving for your retirement, both retirement annuities (RAs) and tax-free investments (TFIs) are good investment choices.

Getting SARS To Sponsor Your Retirement

Getting SARS To Sponsor Your Retirement

12 February 2024 | General

Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.

quick poll
Question

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

Answer
South Africa: A step closer to the implementation of the two-pot retirement system: Pension Funds Amendment Bill published

South Africa: A step closer to the implementation of the two-pot retirement system: Pension Funds Amendment Bill published

05 February 2024 | General
Majority of cash-strapped South Africans unable to retire comfortably

Majority of cash-strapped South Africans unable to retire comfortably

01 February 2024 | General
Concerns about the future are indeed valid

Concerns about the future are indeed valid

31 January 2024 | General
3 ways a tax-free savings account can help you build wealth

3 ways a tax-free savings account can help you build wealth

30 January 2024 | Savings & Investments
A quick guide: How to make the most of tax allowances on your retirement savings each year

A quick guide: How to make the most of tax allowances on your retirement savings each year

25 January 2024 | General
Maximising wealth, minimising tax: a comparative look at retirement annuities versus tax-free savings accounts

Maximising wealth, minimising tax: a comparative look at retirement annuities versus tax-free savings accounts

23 January 2024 | General
Retirement Annuities: The season of opportunity

Retirement Annuities: The season of opportunity

23 January 2024 | General
Give your child a head start by kickstarting their retirement savings

Give your child a head start by kickstarting their retirement savings

22 January 2024 | General