Moneyweb
MENU
Moneyweb
 
INSIDER
OFFERS MONEYWEB
CRYPTO
You are currently viewing our desktop site, do you want to download our app instead?
Moneyweb Android App Moneyweb iOS App Moneyweb Mobile Web App

NEW SENS search and JSE share prices

More about the app

Home    MyMoney

LATEST Retirement  

To get the economy moving, rely on retirement funds – not on government

To get the economy moving, rely on retirement funds – not on government

9 September 2021  / Allan Greenblo   22
Forget the concept of partnership with an incoherent administration.
Am I forced to bring funds from my offshore RA back to SA?

Am I forced to bring funds from my offshore RA back to SA?

7 Sep 2021 /  Mauro Forlin   12
I wish to keep the RA offshore and then purchase an offshore-based annuity.
Furious pushback on mandatory social security plan

Furious pushback on mandatory social security plan

31 Aug 2021 /  Ciaran Ryan   45
Threats of lawsuits and insults. The government asked for public comment and got it in buckets.
Retiring soon? Here is what you should know about annuities

Retiring soon? Here is what you should know about annuities

30 Aug 2021 /  Fifi Peters   1
Jan van der Merwe, head of actuarial and product at PSG Wealth, explains different types of annuities as well as tax incentives, inflation, growth – and avoiding cashing in.
Tax proposal brings decisions around retirement savings into focus

Tax proposal brings decisions around retirement savings into focus

30 Aug 2021 /  Amanda Visser   6
The absence of details around the proposal may cause unnecessary panic, prompting experts to warn those wanting to emigrate against making rash decisions.
More than 4.5m retirement fund members have R45bn in unclaimed benefits – FSCA

More than 4.5m retirement fund members have R45bn in unclaimed benefits – FSCA

25 Aug 2021 /  Ciaran Ryan   4
Some 40% of this will likely never be claimed.
Developments in the retirement funds sector

Developments in the retirement funds sector

24 Aug 2021 /  Fifi Peters  
During the pandemic employers or employees asked ‘nearly 47% of retirement funds’ to reduce or temporarily cease their contributions: Olano Makhubela – divisional executive of retirement funds supervision, FSCA.
My ex-employer requested a pension payout without my consent. Can I recoup the tax paid?

My ex-employer requested a pension payout without my consent. Can I recoup the tax paid?

24 Aug 2021 /  Gareth Collier   2
If the correct procedure was not followed by your employer, you may be able to bring a case to the ombud to seek compensation.
A universal basic income grant isn’t the solution

A universal basic income grant isn’t the solution

UPDATE
23 Aug 2021 /  Mike Schüssler   36
Despite doubling social protection spending in two decades, SA is more unequal than ever.
Early access to retirement funds at least a year away

Early access to retirement funds at least a year away

UPDATE
12 Aug 2021 /  Adriaan Kruger   13
Treasury cautions that a lot of work is necessary before new legislation comes into effect. 
Can I get a special dispensation to withdraw R350k from my living annuity?

Can I get a special dispensation to withdraw R350k from my living annuity?

11 Aug 2021 /  Rick Briers-Danks   14
It has a value of just over R2m, and I need the money to settle my bond.
Another shock for South Africans who need retirement funds to emigrate

Another shock for South Africans who need retirement funds to emigrate

10 Aug 2021 /  Amanda Visser    31
It's getting even more complex and expensive.
Covid-19 threatens to create a lost generation of retirees

Covid-19 threatens to create a lost generation of retirees

3 Aug 2021 /  Jonathan Faurie   26
Who may not be able to enjoy their ‘golden years’.
How much capital will I need to retire comfortably?

How much capital will I need to retire comfortably?

9 Jul 2021 /  Stephen Katzenellenbogen   2
I contribute to a provident fund, retirement annuity, and a tax-free savings account monthly. Is there anything else I should consider to ensure the best outcome for my retirement?
Early retirement comes at a huge cost

Early retirement comes at a huge cost

5 Jul 2021 /  Adriaan Kruger   18
The last five years of your working life give your pension a big boost.

   ADVISOR VIEWS

The costs involved in winding up a deceased estate

23 Sep 2021 / Eric Jordaan
Eric Jordaan

Prudent investing – during all walks and phases of life

22 Sep 2021 / Marius Fenwick
Marius Fenwick

11 ways to spring clean your finances

22 Sep 2021 / Tanya Joubert
Tanya Joubert

What to consider before taking out dread disease cover

21 Sep 2021 / Craig Torr
Craig Torr
Go to Click an Advisor  

Podcasts

INSIDER SUBSCRIPTIONS APP VIDEOS RADIO / LISTEN LIVE SHOP OFFERS WEBINARS NEWSLETTERS TRENDING PORTFOLIO TOOL CPD HUB

Follow us:

Search Articles:
Click a Company:
  Unit Trusts
  SENS
  Financial Advisors