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Can I transfer my funds out of a loss-making annuity?

Changing investment strategies based solely on market performance is not advised, especially in retirement.

Should I use my provident fund to buy property and rent it out?

There are tax implications to consider.

Are my pension plans wise?

After taking out my pension to pay off my bond, I want to invest the rest in an annuity for life once fully retired.

Do I invest in an income/growth portfolio or a pure income fund?

I have R6 million to invest for retirement income: which option is best?

What are the tax implications for the beneficiary of my living annuity?

Will my minor grandchild be able to register as a taxpayer?

How can I reduce the costs of my living annuities?

I have three living annuities and their performance has been dismal due to the state of the economy.

How best do we protect our retirement capital?

... and keep the same standard of living?

How do I invest my pension when I retire?

Two important questions to consider: will you take the allowable cash portion, and what annuity type is most suitable?

How do I invest for more income?

And what is a safe amount to draw each month?

How can I access part of my annuity?

I was retrenched in August 2015 and need to buy a property with some money left in my RA.

Can I use tracker funds as part of a living annuity portfolio?

A combination of offshore index trackers, active funds and income funds can be a winning long-term strategy in a living annuity.

How do I get started with my financial planning?

Is it advisable to join the company's prescribed medical aid and retirement plans?

How do I get my pension to last?

My pension resides on a Lisp via a living annuity. How do I achieve 5-8% growth, net of costs?

My unit trust fund investment hasn’t accrued in value

What should I do to ensure I get some income from this investment?

I want to use some of my pension on debt and a deposit on a house

Where can I transfer the remaining funds without incurring too much tax?
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