Investing 101: how to beat inflation

You need to understand the basics of investing to beat inflation. This is the third report on the Personal Finance/Alexander Forbes Ready Set Retire conferences... Read Story

PF IOL 5Apr incentive update
Colin Daniel

Tax and retirement

Government uses the tax system to encourage you to save for retirement and to discourage you from cashing in your savings before you retire.

Read Story

PF IOL 5Apr incentive update
Colin Daniel

Adieu after 18 years, and many battles and victories

At times it was virtual warfare as Personal Finance battled with an industry that, more often than not, put you last.

Read Story

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Investing 101: how to beat inflation
April 11 2014 at 18:08

You need to understand the basics of investing to beat inflation. This is the third report on the Personal Finance/Alexander Forbes Ready Set Retire conferences held in March.

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Tax and retirement
April 4 2014 at 19:01

Government uses the tax system to encourage you to save for retirement and to discourage you from cashing in your savings before you retire.

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Adieu after 18 years, and many battles and victories
April 4 2014 at 18:59

At times it was virtual warfare as Personal Finance battled with an industry that, more often than not, put you last.

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Reforms affect retirement planning
March 28 2014 at 17:23

Government’s reforms are changing the retirement-planning landscape, whether you are saving for retirement or about to retire.

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Trustees often blindly follow consultants
March 28 2014 at 17:22

Increasingly, retirement funds are being coaxed into investing in hedge funds, which may not be in members’ best interests.

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Limited recourse on death benefit decisions
March 20 2014 at 20:30

If you die while a member of a retirement fund, the trustees’ decision on who gets what is not easily overturned

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Misleading claims ensnare investors in high-risk hedge funds
March 20 2014 at 20:26

Private equity investments and hedge funds are lumped together as alternative investments for retirement funds – but they are poles apart, both in their investments and in their approach.

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Fraudsters out to steal your retirement benefits
March 20 2014 at 20:25

Beware of fraudsters who deprive the dependants of retirement fund members of their benefits. And retirement fund trustees must take extra care to avoid having to pay a benefit more than once.

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Funeral expenses ‘not deductible’
March 20 2014 at 20:24

The Pension Funds Adjudicator has ruled that funeral expenses can’t be deducted from retirement fund death benefits.

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With profit annuities: the next generation
March 20 2014 at 16:13

Financial wizardry in the form of dynamic hedging is helping to make with-profit annuities more transparent and user-friendly.

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Items 1 - 10 of 38