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LATEST Retirement  

Response to the Regulation 28 public consultation

23 Apr 2021 /  Peter Attard Montalto, Dr Stuart Theobald   9
Conceptual starting point.

Under the new pension regulations, can you borrow money from your provident fund?

15 Apr 2021 /  Toy Meyer   2
You can borrow funds to buy a property, renovate a property, pay off a housing loan, or to guarantee a housing loan. You cannot use the funds for any other purpose.

Can I transfer my GEPF pension fund into a private living annuity at retirement?

14 Apr 2021 /  Michael Haldane   13
If so, are there any tax consequences to consider?

Your checklist a year before retirement

10 Apr 2021 /  Asavela Gwele   8
Even if you are looking forward to the end of your working life, the idea of retirement can be daunting.

Can changes to Regulation 28 be a panacea for our ailing economy?

5 Apr 2021 /  Tanya van Lill   22
A welcome proposed change is that private equity was delinked from hedge funds.

A financial strategy allows us to live well and end well

20 Mar 2021 /  John Kennedy   7
One of the immediate benefits of creating a long-term financial strategy is that it encourages us to adopt a long-term viewpoint.

What can I invest R158k in to receive R5k income monthly?

16 Mar 2021 /  Stephen Katzenellenbogen   23
Of three options on what to do with your RA funds, a life annuity would give you the highest probability of income certainty – but not at the required level.

How to ensure that you don’t outlive your savings

14 Mar 2021 /  Paula Walker   14
Five steps that will help you plan towards a safe, secure retirement.

The effects of job hopping on your retirement outcome

13 Mar 2021 /  Neli Mbara  
Early access of your retirement fund can result in dire consequences.

Why a retirement annuity is a necessity

8 Mar 2021 /  Nompu Siziba   
Ryno Oosthuizen - Business Development Manager, Glacier by Sanlam

Coronation cuts fees

5 Mar 2021 /  Larry Claasen   22
Hoping to attract clients from income funds back to multi-asset funds.

SA retirement funds at a tipping point

4 Mar 2021 /  Allan Greenblo   18
Rarely has the savings industry faced such an uncertain future. Politics and Covid are a toxic mix.

If married in COP, is my partner’s pension at risk due to my business debt?

4 Mar 2021 /  Rick Briers-Danks   2
How can I avoid such danger before they resign?

Changes to Regulation 28 expansive rather than restrictive

4 Mar 2021 /  Adriaan Kruger   4
Investment funds will invest in decent, economically viable projects.
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