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Q&A Topics > Retirement

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

14 Apr 2021
If so, are there any tax consequences to consider?

What should I consider when purchasing an annuity?

7 Apr 2021
And what costs should I expect to pay?

How much do I need to invest for a monthly income below the tax threshold?

25 Mar 2021   /  2 answered
Two advisors tackle this reader's question.

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

16 Mar 2021
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.

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

4 Mar 2021
How can I avoid such danger before they resign?

Can South Africans contribute to an offshore annuity?

3 Mar 2021
Reader asks what options are available.

Bank or insurance company: Which is best to preserve your provident fund?

25 Feb 2021
The company is not as important as the financial planner who is going to manage your funds for you.

Buy additional years of pensionable service, or put money into an RA?

23 Feb 2021
And what are the pros and cons of both?

At 77, is it better to invest R5m with African Bank or in a share portfolio?

17 Feb 2021
When deciding, you need to consider the risk to the capital over time, accessibility to capital during the investment term and the tax implications of the investment.

Is my one-third payout from a RA protected from creditors?

16 Feb 2021
Once funds are withdrawn, they are no longer governed by the Pension Fund Act and therefore don't enjoy protection from creditors.

How much capital do I need to retire early?

UPDATE
11 Feb 2021
I would like a monthly interest payout of R50 000 after tax.

If you breach Regulation 28 limits, how long do you have to rectify it?

14 Jan 2021
And if you don't rectify the breach, what are the implications?

I’m under debt review. Can I withdraw cash from my pension to buy a house?

18 Dec 2020
The only time you may access these funds is if you leave your employer.

What should I consider when moving my pension to a preservation fund?

17 Dec 2020
It's important to know what the various providers can and cannot offer you.

I’m unhappy with the performance of my RAs. What recourse do I have?

1 Dec 2020
You can transfer your retirement annuity to a Lisp-based retirement annuity with the same provider.
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