Retirement / Savings & Investments

The lowdown on retirement fund investment managers

The large fund managers looking after your clients’ retirement savings are revelling in the higher offshore limits introduced by 2022 amendments to regulation 28 of the Pension Funds Act. According to the latest Alexforbes Manager Watch™ Annual Survey of Retirement Fund Investment Managers, managers continue to shift capital away from domestic equity into offshore markets to access higher-quality stocks, particularly in sectors that are not meaningfully represented on the JSE.

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Money lessons I learnt from my mother and grandmother

Therèse Havenga, Head of Business Transformation at Momentum Savings, learnt great money tricks from the women in her family, and has a lesson for her daughter, too.

5 investing tips from the pros: Ashburton Investments share insights into building wealth