MoneyMarketing

pension

04 May 2022

Five common mistakes to avoid when planning your retirement

Five common mistakes that you should try to avoid when planning your retirement.
26 Jul 2021

Death and pension fund benefits

Offering advice during National Savings Months, Naheem Essop, Senior Legal Advisor at the Office of the Pension Funds Ombudsman, says financial planning is important to ensure loved ones are taken care of after your death.
03 May 2021

What is liquidity risk in retirement?

Liquidity refers to how easily an investor can sell an asset, for example a house, shares or unit trusts (collective investments) for cash, which can then be used to meet either ongoing expenses or an emergency once-off expense. If the asset takes a significant amount of time to sell or the investor experiences a loss when selling, then this is referred to as liquidity risk.
07 Nov 2019

SA retirees prefer secure monthly income: Survey

Retirement income specialist Just, this week launched the 2019 findings from ‘Just Retirement Insights’ – a comprehensive review and commentary based on face-to-face interviews with over 520 pre-retirees and retirees.
15 Oct 2019

Are you on track for retirement?

By: Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions Have your considered what life will look like in retirement? Visualising this chapter is essential to retiring successfully. We strive to be financially secure, yet many neglect planning for what they will do in retirement. Studies now show that the average person can expect...
07 Oct 2019

Pension fund disputes could be caught in ‘perfect circle’

Pension funds involved in disputes could find themselves caught in a ‘perfect circle’ if, aggrieved with a decision of the Pension Funds Adjudicator, they turn to the new Financial Services Tribunal. “The Tribunal has only two courses of action – to send a matter back to the Adjudicator to reconsider or to dismiss it. As...
04 Sep 2019

It’s time to spring clean your finances

By: Lettie Mzwinila, Business Development Manager at Allan Gray
19 Aug 2019

Retirement income solutions - advising your clients

By Waldette Stoffberg, business development manager at Glacier by Sanlam. Upon reaching retirement after a lifetime of saving, clients – together with their financial intermediaries – need to select the most suitable retirement income option for their needs.  People are living longer and it is crucial that they take into account their health and personal...
14 May 2019

Accessing your pension fund early could hurt you in the future

“Cashing out your pension fund when you change jobs or resigning to access your pension fund may seem like a quick cash-flow fix but, in actual fact, you are crippling yourself,” advises John Manyike, Head of Financial Education at Old Mutual Limited.
07 Mar 2019

South Africans facing risk of outliving retirement income

AUTHOR: Regard Budler, Head of Product Solutions at Momentum Corporate

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