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Financial decisions you need to make at retirement

Contemplating the financial implications of retirement is one of the most important issues in life. With this in mind, Gary Fisher, certified financial planner and Head of Member Education Services at Alexander Forbes, has noted some of the most important financial decisions required as you embark on the next chapter of your life: (more…)

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Factors to consider about your retirement plans when changing jobs

Many people are more likely to change jobs during their working life. When this happens, individuals must consider the financial implications that comes with changing jobs, especially long-term plans such as retirement planning. (more…)

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Are fees taking the bonus out of SA smooth bonus funds?

Given the volatile nature of local markets in recent years, smooth bonus funds have increased in popularity among South Africans seeking a more stable ride to retirement. This most likely shows that South Africans, especially those who are most vulnerable, are opting for all the protection from market volatility that they can get. (more…)

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Retirees must budget carefully for medical aid expenses

People saving towards retirement often overlook or downplay the impact that future healthcare needs have within their retirement planning framework, which then results in these costs eroding income earmarked for other necessities. (more…)

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Justine Wyatt, Legal and Complaince Executive at Just.

Dementia leaves retirees vulnerable

The World Health Organisation recognises dementia as a public health priority that is on the increase with no cure currently in sight. A degenerative condition affecting the brain, dementia primarily affects the elderly, resulting in memory loss, impaired communication skills and an inability to make simple decisions. The increase in dementia highlights the need to […]

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Rosemary Hunter: Treasury welcomes ConCourt judgement

The National Treasury says it welcomes the judgement by the Constitutional Court dismissing the appeal by former DEO Rosemary Hunter to procure ‘yet another investigation’ into the cancellations project implemented by the Financial Services Board (FSB) between 2007 and 2013. Under the project, over 4 600 pension funds without properly constituted boards were cancelled by […]

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Living annuity drawdown rate remains stable at 6.6%

Living annuity policyholders managed to keep the average drawdown rate practically unchanged at around 6.6% for two years running, despite a steep rise in the cost of living in South Africa over this time. The 2017 Living Annuities Survey compiled by the Association for Savings and Investment South Africa (ASISA) shows that living annuity policyholders […]

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Worried about retirement? Keep these 5 important habits in mind

Amidst all the uncertainty created by trade wars, Brexit negotiations, noise around possible land claims and the fallout from President Trump’s recent Twitter outburst – planning for a comfortable retirement can be scary for investors. However, making impulsive investment decisions based on these current events could have a negative effect on retirement savings. (more…)

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