Old Mutual
PF 4Jul annuities iolIOL
Colin Daniel

‘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 annuities have provided a better pen... Read Story

PF tax stopsign IOL
Colin Daniel

It’s tax time of year

Tax filing season 2015 opened on Wednesday July 1, and you have five months to submit your income tax return if you are an eFiler and do not pay provisional tax... Read Story

PF savingIOL
Colin Daniel

The only way to true wealth

July is National Savings Month, the month in which the problems of South Africa’s massive savings crisis are highlighted.

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Browse Personal Finance

Items 11 - 20 of 35

Our dysfunctional relationship with money
June 26 2015 at 19:04

Factors that have a direct impact on how we engage with money are often rooted in our historical, family and social circumstances.

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Hedge funds’ failure to register concerns FSB
June 26 2015 at 18:33

If you are invested in a hedge fund, it is at risk of regulatory and enforcement action by the FSB if it does not register as a collective investment scheme.

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Your questions answered
June 26 2015 at 18:32

Experts answer your financial queries.

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Interview with top planner Wouter Fourie
June 25 2015 at 12:29

Laura du Preez, the editor of Personal Finance, speaks to Wouter Fourie, the chief executive of Ascor Independent Wealth Managers in Pretoria, who was named the 2015 Financial Planner of the Year last night. The award is s... Watch video
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Fourie is SA’s top planner of 2015
June 25 2015 at 11:54

Wouter Fourie, the chief executive of Ascor Independent Wealth Managers in Pretoria, was named the 2015 Financial Planner of the Year last night.

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Good in parts
June 24 2015 at 18:28

The annual Kinsey Report is the secret weapon of motorists who want to make sure their vehicles are economical to repair and maintain.

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ClucasGray Future Titans Prescient Fund
June 24 2015 at 18:22

Although unconstrained in the asset classes it may invest in, the ClucasGray Future Titans Prescient Fund’s primary focus is carefully selected small- and medium-cap shares listed on the JSE.

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Car policy add-on covers loan shortfall
June 19 2015 at 17:53

In the first in a series on short-term insurance, in association with Santam, we look at a useful extra on your vehicle cover: credit shortfall insurance

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Court case may halt revision of medical benefits
June 19 2015 at 19:18

A court challenge to the validity of the regulation that requires medical schemes to pay the costs of prescribed minimum benefits in full may quarantine an amendment to the regulation.

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Finbond credit life premiums ‘excessive’, says NCR
June 19 2015 at 19:15

Finbond Mutual Bank charges consumers “unreasonable” amounts for credit life insurance, the National Credit Regulator says, and it is calling on the National Consumer Tribunal to fine the bank

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Items 11 - 20 of 35