Retirement

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Retirement funds can reduce financial vulnerability through financial literacy programmes

27 February 2018 | General

The latest Momentum/Unisa Consumer Financial Vulnerability Index (CFVI), which measures consumers’ perceptions of their financial state, shows that a lack of financial literacy is the main reason consumers are financially vulnerable. Katherine Barker, Head of FundsAtWork, says given that many consumers are retirement fund members, retirement funds can play an important role in improving financial literacy and reducing financial vulnerability.

Retirement annuities still a great “Tax Neutraliser” despite budget, Says Standard Bank

23 February 2018 | General

South Africans should still consider retirement annuities (RA’s) as a mechanism to neutralise the impact of taxes on their post-retirement financial goals despite the fact that there was no significant increase in personal income taxes in the 2018 Budget, says Standard Bank’s top financial planning expert.

Post budget commentary : Retirement fund reform perspective

22 February 2018 | General

Continuing the momentum created by a positive and well received State of the Nation Address, the Finance Minister delivered a well-balanced budget with a strong focus on fiscal consolidation and growth stimulation to avoid a further credit rating downgrade.

Navigating turbulent retirement investment markets

22 February 2018 | General

New year, new regulations, new trends—the retirement industry is going to be a busy place in 2018. Retirement fund trustees have the unenviable task of navigating through a myriad of complex issues in managing their funds’ investments and growing pressure to help employees with meaningful retirement preparedness.

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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