By Staff Writer
The Alexforbes Manager Watch™ Survey of Retirement Fund Investment Managers showcases the performance of institutional fund managers in South Africa, the largest and best asset managers, as well as their respective BBBEE ratings.
CEO at Momentum Corporate Dumo Mbethe posits the pros and cons of early access to retirement, emphasising that retirement funds will play a critical role in facilitating its success.
Leah Mannie the Pensions Business Development Consultant at Sovereign delves into how offshore pensions have become a key part of gaining financial freedom.
While all the growth in the RA vehicle is tax-free, leading to greater capital accumulation at retirement, it does not lead to greater income longevity.
Ryan Hultzer, Actuary at Just SA, discusses various options for retirement annuities on the market.
National Treasury proposed to give limited access to retirement fund savings before retirement via the two-pot system.
What is attainable now financially and what could be in the future with the right coaching are just some things that need to be considered when planning for retirement.
South Africans will have more money in their pockets not only through an adjustment of the personal tax brackets in line with inflation, but also, as a result of no increases in the fuel levy.
There is cautious optimism that South Africa’s fiscal picture is improving after Finance Minister Enoch Godongwana delivered his maiden Budget Speech.
As many South Africans focus on rebuilding their wealth, Caroline Naylor-Renn offers a few pointers on applying lessons from past mistakes (your own and other people’s).
Jenny Gordon, Head: Technical Advice, Investments, Product and Enablement at Alexander Forbes summarises tax proposals from the 2022 Budget Speech.
BrightRock shares insights on how a life insurance policy and savings plan work hand in hand.
