MoneyMarketing

Pensions

31 May 2023

Give your clients a fair advantage when they retire

Martiens Barnard from Momentum Investments talks retirement planning challenges and proposes diversification with a life annuity as a solution.
03 Apr 2023

A focus on the regulatory aspects and challenges of the two-pot system

The new two-pot retirement system in South Africa faces regulatory uncertainty and challenges with finalising the legislation and implementation.
17 Feb 2023

Old Mutual warns of potential delay in two-pot system

The pension fund industry could miss the 1 March 2024 deadline to implement the new two-pot pension fund system, according to Old Mutual.
30 Jan 2023

Living annuitants don’t need to become a burden on their children

Just SA CEO, Deane Moore, illustrates how living annuitants should not need to take risks that could lead them to becoming a burden on their children later on in life.
19 Dec 2022

Maintain a reasonable standard of living in retirement, even when markets let you down

Financial advisers can now combine the best attributes of both a living and life annuity.
28 Nov 2022

How to protect clients’ annuities during market downturns

Old Mutual Wealth has dedicated significant resources to crafting winning investment strategies for the living annuity product segment, with a particular focus on protecting clients’ assets during market downturns.

20 Oct 2022

Rethinking retirement for the new generation is a must

The traditional concept of retirement planning is no longer relevant to young people, and needs a complete re-think.
24 Jun 2022

Busting the myth: 4% ‘rule of thumb’ drawdown rate

Retirement income specialist, Just SA, looks at the origins of the 4% ‘Rule of Thumb’ drawdown rate and considers whether this is still relevant for those approaching retirement today.
17 Jun 2022

41st Sanlam Benchmark Survey findings

The research found that 55% of retirement fund members had experienced reduced household income as a result of Covid-19.
10 Jun 2022

New retirement report suggests a more permanent mind shift from flexibility to certainty

Retirement income specialist, Just SA, announced the results of its 2022 independent retirement tracking study, which suggests a more permanent mind shift in what pensioners want from their retirement income.

Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za