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Retirement planning: It’s about the process

21 Nov 2016 /  Patrick Cairns
You have to be flexible.

Things to consider when drafting a will

18 Nov 2016 /  Inge Lamprecht
And common mistakes to avoid.

The investment that’s 100% tax deductible

18 Nov 2016 /  Patrick Cairns
The appeal of investing in a Section 12J company.

Jong beroepsmense se geleenthede en opsies om vroeg reeds vir aftrede te begin spaar

16 Nov 2016 /  Andries van Zyl
Aftreegeld is ’n belegging. Mense moet dit sien as ’n belegging, en dis ’n belegging wat eintlik vir ’n baie lank belê moet word – Henk Appelo – produkontwikkelaar, Liberty.

What living annuities can offer you as you go into retirement

15 Nov 2016 / 
Investors pay for the performance guarantee only once it becomes particularly valuable – David Lloyd – managing director for innovation, Liberty.

Pensioenarisse kies lewende annuïteite bo vaste inkomste-annuïteite

9 Nov 2016 /  Andries van Zyl
Henk Appelo – produkontwikkelaar, Liberty

Retirement savings over your working life

8 Nov 2016 / 
The Liberty Bold Living Annuity helps protect clients against the consequences of a market downturn – Mark Lapedus – Liberty Innovation.

Beleggers se kern-belangrike keuse tussen lewende en vaste-inkomste annuïteite

2 Nov 2016 /  Andries van Zyl
Henk Appelo – produkontwikkelaar, Liberty

Fixed annuity vs living annuity

1 Nov 2016 / 
The Bold Annuity has a high watermark guarantee – David Lloyd – managing director for innovation, Liberty.

Serious about retirement?

26 Oct 2016 /  Moneyweb
Moneyweb and Liberty will be hosting a Retire Well Masterclass at Summer Place in Sandton, on 17 November 2016.

Restricting the ‘doomsday’ scenario in living annuities

13 Oct 2016 /  Marcia Klein
Pressures on financial advisors to help clients select the right funds.

What are the options for retirees with some appetite for risk?

11 Oct 2016 /  Marcia Klein
Most people are finding their retirement savings inadequate, leading to more retirees willing or needing to take some risk with their savings.

Fixed versus living annuities

10 Oct 2016 /  Marcia Klein
There is little difference between the two from a tax point of view, but there's significant difference on the passing of a retiree.

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