Retirement

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Divorce and the negotiation for pension benefits

13 August 2019 | General

No couple believes on their wedding day that their newly minted union will end in divorce. The stark reality is however that just under half of marriages in South Africa do not last 10 years. And many of us have little to no understanding of how our various assets will be split up if it happens or how this will impact our journey to a successful retirement.

Marriott Solutions for Retirement

07 August 2019 | General

The last five years have been particularly difficult for retired investors in South Africa as both Equity and Balanced Funds have delivered below average returns. This has meant many investors drawing an income have seen their capital values decrease. Given the recent negative GDP growth figures and the uncertain outlook for South Africa, retired investors are becoming more concerned about their capital and whether it will last for their entire retirement.

Longevity protection in a default living annuity?

06 August 2019 | General

Retirement fund members will now be able to secure longevity protection within a living annuity. This comes after the Financial Services Conduct Authority (FSCA) announced an exemption from its criteria for living annuities in a default annuity strategy.

Is it time to switch your RA?

06 August 2019 | General

It’s a well-established truth that constantly switching portfolios will harm your long-term investment outcomes. But what if your retirement annuity (RA) has underperformed for the past five or even ten years?

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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