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LATEST Retirement  

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

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

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

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

25 Aug 2021 /  Ciaran Ryan   4
Some 40% of this will likely never be claimed.

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?

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

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

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?

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

10 Aug 2021 /  Amanda Visser    31
It's getting even more complex and expensive.

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?

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

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

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