Retirement

The two-pot system and your savings withdrawal benefit

Plugging retirement funding GAPs with hybrid solutions

Hybrid solutions made up of an innovative mix of life and living annuities are rewriting how financial planners can help their clients navigate longevity and market risks. Although a bit of a product shop, the recent Momentum Investment Retirement Reimagined 2.0 webinar offered some valuable insights into the long-term benefit of including guaranteed annuities in a client’s living annuity portfolio. The asset manager supported its views with extensive data from its own customer base, illustrating how to side-step the so-called living annuity risk spiral.

4 Ways to automate your savings for a secure future

World Savings Day, which was recently observed on October 31, is aimed at promoting good savings habits to secure a better future for individuals and countries like South Africa where the savings rate is among the lowest in the world.

Momentum Corporate welcomes the delay of the two-pot retirement system implementation until 2025

With less than 6 months to go before the initial proposed date for the two-pot retirement system to go live, and as there is still a lot of work to be done by all stakeholders once the final two-pot legislation is passed, Momentum Corporate welcomes the National Treasury's proposal to delay the implementation until 2025.