Old Mutual
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 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 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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Items 21 - 30 of 35

Is it fair to expect members to figure out how PMBs work?
June 19 2015 at 19:17

There’s little benefit in having prescribed minimum benefits if medical scheme members are not aware of them and no one has a duty to inform them of their entitlement.

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Historical municipal debt: unsettled issues linger
June 19 2015 at 17:49

A High Court case involving a municipality’s claim for unpaid rates and taxes has not settled the issue of whether the current owner is responsible for historical municipal debt.

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App records vital accident details
June 19 2015 at 17:51

The Accident and Incident Reporter on the Santam App guides you through a step-by-step process to report, document and submit an accident or incident report to any insurer.

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All claims affect Health Integrator benefits
June 19 2015 at 17:35

Discovery Life’s Health Integrator paybacks and premiums are affected by all medical claims, whether they are settled by Discovery’s medical scheme or not.

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Retirement fund’s conduct slammed
June 19 2015 at 17:32

A failed attempt by a provident fund to sign up members of a rival fund resulted in the Pension Funds Adjudicator accusing it of “causing disharmony in the industry”.

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What’s in Personal Finance this weekend
June 18 2015 at 14:37

Prescribed minimum benefits, medical schemes and the regulator.

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Professionals take cover
June 15 2015 at 16:09

Consumers are becoming increasingly litigious, and a single mistake can result in a lawsuit for millions of rands. We report on the need for professional indemnity cover.

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Consumer body slams holiday points schemes
June 12 2015 at 19:04

Selling points as timeshare is a “scam”, the consumer commission says in an affidavit in support of its application to the consumer tribunal to declare certain practices “prohibited conduct”.

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Let an expert manage the asset allocation for you
June 12 2015 at 18:54

Multi-asset funds diversify your investment across the main asset classes of equities, property, bonds, and cash, and the asset allocation decisions are made by an expert.

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Abil debt: investment term may be relaxed for money market funds
June 12 2015 at 18:50

FSB is considering relaxing the restriction on the investment term of instruments held by money market funds to prevent investors who are exposed to Abil from incurring losses

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Items 21 - 30 of 35