retirement annuities | MoneyMarketing

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.

08 Apr 2022

Discretionary products can give RAs a run for their money

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.

01 Apr 2022

Choosing an annuity for retirement – which one is ‘just right’?

Ryan Hultzer, Actuary at Just SA, discusses various options for retirement annuities on the market.

22 Feb 2022

Retirement planning and the impact of your death on your beneficiaries and estate

Navigating the world of retirement funds and the effect of beneficiary nominations can become very complex and needs to be carefully considered to avoid unintended consequences.

21 Feb 2022

Getting the most out of your tax-free savings

With the end of the tax year approaching at the end of February, now is the time to ensure that you have maximised your tax benefits.

23 Nov 2021

New SARS approvals on purchasing an annuity at retirement

SARS has issued Binding General Ruling 58 which sets out the approvals by the Commissioner when purchasing an annuity at retirement.

12 Oct 2021

New generation solutions breathe new life into SA retirement industry

While annuity solutions have been the primary source of retirement income for South Africans for decades, they tend to receive criticism for not keeping up with the evolving retirement landscape. Yet the local annuity market has undergone considerable change in recent years to address the increased risks faced by retirees and to cater for their individual needs.

01 Sep 2021

Providing solutions for every stage of a professional’s working life

While busy professionals are focused on their careers, they also need to grow their wealth and protect their incomes. At Liberty we know that they work hard for every cent they earn, and we believe that their efforts should be protected. We want to make their hard work count.

16 Aug 2021

How much do you need to retire comfortably?

I know I have mentioned this a few times over the course of the last year, but these are very strange times we find ourselves in. The COVID-19 pandemic hasn’t just played havoc with many investors’ finances, but many of them have been forced to withdraw from their retirement savings in, for example, the form of a preservation fund, just to survive.

29 Jul 2021

Retirement planning today crucial to securing a better future

As many as 50% of South Africans do not have a retirement plan, according to the 10X Investments Retirement Reality Report of 2020, and only 6% of the working population will have a decent retirement, according to the National Treasury.

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