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Retirement

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Why retirement is not easy for the rich

Why retirement is not easy for the rich

14 January 2016 | General

In the coming decade, the number of ultra-rich South Africans in the country is expected to increase by about 40%. Yet the percentage of this group that will maintain their lifestyles into retirement is significantly smaller, this is according to Jason Garner, Strategic Relationship Manager for Private Wealth Management, a division of Old Mutual Wealth.

A smoother journey towards achieving members’ retirement goals

A smoother journey towards achieving members’ retirement goals

09 December 2015 | General

For trustees to get the best possible returns for their members’ retirement funds over the long term, they need to include more inflation-beating growth assets such as equities, which have been proven to outperform all other asset classes over the long term. Cash might be low-risk but it doesn’t keep up with inflation.

R20 billion in unclaimed benefits: what is the insurance industry doing to rectify?

R20 billion in unclaimed benefits: what is the insurance industry doing to rectify?

04 December 2015 | General

Financial services provider Metropolitan pro-actively addresses clients’ unclaimed pay-outs.

Why South Africa needs to ‘save itself’

Why South Africa needs to ‘save itself’

02 December 2015 | Savings & Investments

Most of us are aware of the sad state of our national savings in South Africa (SA), which has been in a state of steady decline over the last two decades. However, the important role that savings plays in the country’s sustained economic growth has not always been appreciated.

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How to overcome clients’ intention-behaviour gap

How to overcome clients’ intention-behaviour gap

26 November 2015 | General
Saving in a rising interest rate environment

Saving in a rising interest rate environment

20 November 2015 | Savings & Investments
Divorce order and maintenance deductions from your retirement savings

Divorce order and maintenance deductions from your retirement savings

18 November 2015 | General
Living with diabetes may qualify you for higher pension income

Living with diabetes may qualify you for higher pension income

10 November 2015 | General
Nominating beneficiaries of your retirement fund: what you need to know

Nominating beneficiaries of your retirement fund: what you need to know

09 November 2015 | General
What constitutes an ideal retirement system?

What constitutes an ideal retirement system?

09 November 2015 | General
Asymmetric returns: how they can benefit retirement fund returns

Asymmetric returns: how they can benefit retirement fund returns

06 November 2015 | General
Delay retirement: Study

Delay retirement: Study

28 October 2015 | General