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9 days ago
Should you transfer your UK pension to another country?
Should you transfer your UK pension to another country?

People who have contributed to non-state retirement funds in the United Kingdom can now transfer their savings to an approved ...

17 August 2016, 1:27pm
Default annuities: umbrella funds show the way
Default annuities: umbrella funds show the way

Three umbrella retirement funds have anticipated the introduction of default pensions by allowing members to transfer their ...

8 June 2016, 10:12am
Why you need to rethink your retirement plan
Why you need to rethink your retirement plan

Changes to the laws governing retirement funds and how your retirement savings are taxed will force you to revise your financial plan.

8 June 2016, 10:10am
Aligning retirement savings with income: a new approach
Aligning retirement savings with income: a new approach

New research suggests a better way to align your pre-retirement investment strategy with your post-retirement income.

14 May 2016, 07:20am
Commissions an obstacle to sound advice on pensions
Commissions an obstacle to sound advice on pensions

For a number of years, a debate has raged over the advantages and disadvantages of guaranteed annuities, where there is little ...

2 April 2016, 07:20am
Pension increases unlikely to beat inflation
Pension increases unlikely to beat inflation

Take-home pay continues to increase, but pension increases are slowing, with retirees facing below-inflation increases, because ...

5 March 2016, 07:10am
Whistle-blower helping FSB with research into penalties
Whistle-blower helping FSB with research into penalties

FSB contracts actuary who blew the whistle on high cost of saving for retirement to help establish the extent to which penalties ...

20 February 2016, 07:15am
Bigger tax break on retirement fund contributions still in place
Bigger tax break on retirement fund contributions still in place

Confused about what the latest development in the tussle over provident fund benefits means for you? Here's what will and ...

10 February 2016, 6:27pm
Group RAs vs umbrella funds: what you should know
Group RAs vs umbrella funds: what you should know

Umbrella retirement funds, which cater for employers that don't have their own funds for their employees, are being challenged ...

5 December 2015, 07:30am
New with-profit annuities lift the lid on pension increases
New with-profit annuities lift the lid on pension increases

As a result of pressure from consumers and National Treasury, life assurers are developing with-profit annuities that disclose ...

5 December 2015, 07:10am
High-earners with RAs face dilemma
High-earners with RAs face dilemma

From March, if you earn more than R1.27 million a year, have an old-style RA and want to stay within the tax deduction limits, ...

2 December 2015, 11:16am
Find a pension that will provide the best income
Find a pension that will provide the best income
Financial

When you consider which annuity will best provide you with an income in retirement, make sure you ask the right questions.

18 November 2015, 10:36am
Pension top-ups don’t mean more tax
Pension top-ups don’t mean more tax

A recent SARS ruling is good news for employees whose employers replace post-retirement medical scheme benefits with a lump ...

10 October 2015, 07:05am
Secure your pension long before retirement
Secure your pension long before retirement
Financial

Liberty has launched an RA and two preservation funds that, long before you retire, enable you to use some of your savings ...

4 July 2015, 07:25am
‘Be wary’ of new living annuity findings
‘Be wary’ of new living annuity findings

An actuary has poured cold water on research done by a Stellenbosch University academic that shows that, since 1960, living ...