Beating inflation in retirement Why guaranteed annuities deserve a place in your financial plan Jaco Pienaar,Business Development Manager, Just SA At the end of March this year, South Africa's headline consumer inflation rose for the second month in a row to 7.1% year...
How to choose the right investment strategyYour retirement plan should be tailored to your specific circumstances Braam Bredenkamp, Financial Advisor, GraySwanPlanning for retirement is one of the most important financial endeavours of one's life. It is also a rather...
Independence at retirementSaving for retirement means that you do not become dependent on your children or other people when you retire. For your dream retirement, would you not want the freedom to live the life you are currently dreaming of? Having to rely on others...
Raphi Rootshtain, Porfolio Manager,Sasfin Wealth Trying to make sense of uncertain times In times of economic hardship, it's important to stay adaptable in order to navigate through tough financial times and find ways to thrive amidst uncertainty.Surviving and thriving:...
The basics of thetwo-pot systemproposals Leanne van Wyk, ICTS Legal Services (Pty) LtdNicci van Vuuren, Webber WentzelWhy the two-pot system?The two-pot system allows retirement fund members to access up to one-third of their ongoing retirement fund contributions once...
Belinda Sullivan,Head of Corporate Consulting Strategy, Alexforbes Members of retirement funds have different needs, time horizons and options available to them to target their specific outcomes throughout their journey to and into retirement. Achieving a reasonable...
Prineil Padayachy, Senior Associate & Peter Grealy, Partner at Webber WentzelA POPIA perspectiveon the FinancialIntelligence Centre'sDirective 8The Financial Intelligence Centre (FIC) recently published Directive 8 of 2023: Screening of employees for competence...
An update from the FPILelane Bezuidenhout, CFP®, Chief Executive Officer, Financial Planning Institute of Southern Africa (FPI)Reflecting on Q1 of 2023 made me realise yet again that time does not stand still and that we need to make the best of each day. With so much...
Muvhango Lukhaimane, Pension Funds Adjudicator Retirement funds must improve on their responsibilities to members in order to avoid prescription of outstanding contributionsWith case law having settled the issue of the application of time-barring to outstanding...
Retirement funds must improve on their responsibilities to members in order to avoid prescription of outstanding contributionsGeraldine Fowler, IRFA President, Wayne Hiller van Rensburg, IRFA Executive Officer and Nancy Andrews, Chair of the IRFA's Legal and Technical...