Retirement

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Our take on US order to ease retirement regulations

11 September 2018 | General

This year is proving to be an active year for retirement-related legislation, with a mix of new proposals emerging and some familiar ones reappearing, not to mention the handful of modest changes to retirement plans that were enacted as part of February’s Bipartisan Budget Act. On August 31, President Trump signed a new executive order that offers several changes to retirement plans. Here, Franklin Templeton’s Yaqub Ahmed and Drew Carrington, who attended the signing, highlight a few aspects of it.

Voluntary Purchase Annuities (VPAs) – an underutilised but tax-efficient investment choice

10 September 2018 | General

When choosing an annuity in retirement it is critical to make sure that the benefit from your savings will outlast your lifetime.

Worried about your retirement? Keep these 5 important habits in mind

30 August 2018 | General

Amidst all the uncertainty created by trade war(s), Brexit negotiations, noise around possible land claims and the fallout from President Trump’s latest Twitter outburst - planning for a comfortable retirement can be scary for investors. However, making impulsive investment decisions based on these current events could have a negative effect on retirement savings.

Moving towards transparency : What ASISA’s standardised cost disclosure for umbrella funds really means

29 August 2018 | General

There are a number of factors that need to be taken into account when selecting an umbrella fund, from governance to preservation options; but few of these are more complex than costs. Comparing costs of umbrella funds, however, is set to become significantly easier from 1 March 2019, when the new Association for Savings and Investment South Africa (ASISA) Retirement Savings Cost (RSC) Disclosure Standard comes into effect.

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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