PFM IOL annuity index

Informed annuity choices

The Legacy Index is designed to remove some of the guesswork from whether the returns on your living annuity will be sufficient to sustain your income throughou... Read Story

PFM IOL income investing
Istockphoto

Growing your income

A sustainable income that beats inflation and survives market downturns is the goal of every retiree. There’s new thinking on how to invest for an income ... Read Story

PF 23May pg1 updateiol
Colin Daniel

Be wary of diving into equity funds

Figures of inflows into pure-equity collective investments suggest that investors may be trying to time the market.

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Browse Personal Finance

Items 21 - 30 of 38

Sharemax report: correction
May 8 2015 at 18:33

Personal Finance regrets an error in the report “Sharemax ruling tests ombud’s powers”, published on April 18, 2015.

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UIF contribution holiday shelved
May 8 2015 at 18:31

Businesses and employees who contribute to the Unemployment Insurance Fund will not enjoy a “contribution holiday” this year, the Ministry of Finance has said.

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Unit trust managers to tell you more
May 8 2015 at 18:31

Collective investment scheme companies have always been relatively open and communicative about their products. Under a new regulation, they must enlighten you further on investments.

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Be cautious about Kipi
May 8 2015 at 18:29

A so-called stokvel, Kipi Investments, has been referred to the National Consumer Commission for investigation.

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Small is best for buy-to-let investors
May 8 2015 at 18:28

High demand for rental properties is tapering off slightly, but yields are still well above 2007/8 lows, according to a survey for the last quarter of 2014.

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Your insurer mustn’t forget you’re human
May 8 2015 at 18:27

Two insurance companies have been reminded by the short-term insurance ombudsman that their clients can’t always be get specific details correct in the event of claim.

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When someone must act for you
May 8 2015 at 16:31

All of the legal procedures through which someone can be appointed to manage your affairs on your behalf have limitations. The options are power of attorney, curatorship and administratorship.

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Crunching the CGT numbers
May 8 2015 at 16:29

This web-based application will come to your aid if you’re battling to figure out how much capital gains tax you’ll pay when you dispose of an asset.

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In with the new
May 8 2015 at 16:28

Low growth at home and prospects of rapid growth in the Far East have prompted a shake-up in the (imaginary) Personal Finance share portfolios.

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Collation affects inheritances
May 8 2015 at 16:26

If your will doesn’t exclude collation, benefits given to one child while you were alive, but not to others, must be taken into account when your estate is divided.

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Items 21 - 30 of 38