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Retirement

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The pros and cons of post-retirement annuities

The pros and cons of post-retirement annuities

07 December 2022 | General

If you are about to retire and concerned that your retirement savings won’t be sufficient to draw a sustainable income, you might be weighing up whether a guaranteed life annuity or a living annuity will be best. Here are some of the main factors you should consider before deciding on which to purchase with your retirement benefit.

A Gift that Keeps on Giving in Retirement

A Gift that Keeps on Giving in Retirement

06 December 2022 | General

Retirement is probably the only time you can justify spending your life’s savings. With current laws requiring that pensioners buy a living or life annuity product with at least two thirds of their retirement savings when they retire, it’s also likely to be a gift that you buy yourself and may not be wrapped as you would expect.

Will the proposed two-pot retirement system help SA savers?

Will the proposed two-pot retirement system help SA savers?

06 December 2022 | General
Why now is the perfect time for a financial check-in

Why now is the perfect time for a financial check-in

01 December 2022 | Savings & Investments

With Christmas decorations about to pop-up all over malls and shopping centres across the country, we're all realising the year is quickly coming to an end. You might not have made progress on your 2022 New Year’s Resolutions, but fear not, you can still have an excellent financial start to your 2023.

quick poll
Question

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

Answer
Savings is investing in yourself

Savings is investing in yourself

01 December 2022 | Savings & Investments
Saving too little is saving yourself poor

Saving too little is saving yourself poor

30 November 2022 | Savings & Investments
South Africa ranks 34th in the Mercer CFA Institute Global Pension Index

South Africa ranks 34th in the Mercer CFA Institute Global Pension Index

22 November 2022 | General
Pioneering a holistic approach to health and wealth ‘wellness’ through retirement

Pioneering a holistic approach to health and wealth ‘wellness’ through retirement

17 November 2022 | General
Five trends that will shape Umbrella Funds in 2023

Five trends that will shape Umbrella Funds in 2023

16 November 2022 | General
The four steps you need to take towards saving for the future

The four steps you need to take towards saving for the future

15 November 2022 | Savings & Investments
Disposition effect reveals Gen X investors are getting antsy for retirement

Disposition effect reveals Gen X investors are getting antsy for retirement

09 November 2022 | General
Make every cent count this World Savings Day

Make every cent count this World Savings Day

31 October 2022 | Savings & Investments