Retirement reform Part 2 of an important policy and regulatory update by Pieter Koekemoer
A private retirement system depends on a contract between a country’s government and its citizens. The essence of the deal is that the state is prepared to give you tax
18 Feb 2019
Achieve a more sustainable retirement income by combining different solutions Rocco Carr, Business Development Manager at Glacier by Sanlam
For the past two decades clients have tended to prefer a living annuity to supply their retirement income, rather than some of the more traditional guaranteed options.  This
27 Aug 2018
Cutting retirement costs The key to using core funds constructively
Incorporating core (passive) funds in retirement fund planning can reduce costs, especially when overlaid with a life-staging component. We spoke to Jannie Leach, Head of Core
20 Aug 2018
Where Are You Retiring To? A Retiremeant™ Conversation with Kim Potgieter
As Director and key shareholder at Chartered Wealth Solutions and a CERTIFIED FINANCIAL PLANNER® professional herself, Kim Potgieter has dedicated the last 10 years to
09 Jul 2018
RETIREMENT Retirement Funds acknowledged for Best Practice
With Retirement Funds consistently under the microscope, stringent evaluation of awards and the acknowledgement of best practice remains critical to maintaining the
09 Jul 2014
MEDIA RELEASE Retirement funds drive towards comprehensive social security
“Our economy is faced with a unique challenge that requires far-reaching strategies for a sustainable social security and retirement infrastructure. We must take account of
09 Jul 2014
PENSION FUNDS Average pension fund member gets 30% of current earnings on retirement
Amid an industry in flux, with massive changes to financial regulation in the form of the Twin Peaks model planned for implementation.
02 Apr 2014
2013 Old Mutual Retirement Monitor results Retirement savings show need for reforms
South Africans may be increasingly aware of the dire state of their retirement savings, but the low savings rate needs to be addressed through legislative support for compulsory savings and increased education.
21 Aug 2013
You must take care of own savings old-age policy shifts onus to member
The biggest risk members of pension funds face is retiring with insufficient savings to meet their needs.
12 Jul 2013
Tax Benefits Boost your retirement annuity for relief
With the tax deadline looming at the end of February 2013, now is the time for South Africans to re-evaluate their contributions to their retirement annuity
26 Feb 2013
Financial planning ​Considerations when investing for retirement
​Ability to predict the future with a high degree of certainty is the most critical feature of any retirement plan.
25 Sep 2012
Retirement planning Small changes can make a big impact
The Afrikaans saying, Bietjie, bietjie, maak meer, is a great way of explaining the government’s approach to reforming the pension industry.
18 Sep 2012 - P. C.

This edition

Issue 72