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Senior African American couple with bicycles on residential street

Biking to retirement: how cycling connects to better long-term investing

By Richus Nel, Financial Adviser, PSG Wealth Old Oak. As a recreational cyclist, I regard cycling as one of the most enjoyable and effective ways to get around. But while some cycling is for recreation, other times it can be about incremental goal setting. Every hill, every valley or every time challenge is within reach, […]

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Jan-van-der-Merwe

RA or TFSA? How to maximise your retirement savings

Jan van der Merwe, Head: Actuarial and Product at PSG Wealth If you still want to take advantage of this year’s tax exemptions, the clock is ticking. What is the best way to maximise your savings? Theoretically, the most efficient option is investing in a retirement annuity (RA) before investing any excess amounts in a […]

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Lizl Budhram

What does 2019 hold for SA financial advisers?

What made 2018 a tough year for South African financial advisers were the uncertainties around the evolving regulatory landscape, the weak national economy and the increasing impact of global politics. (more…)

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Walter Van Der Merwe

Fedgroup driving industry reform in unclaimed benefits sector

Independent South African financial services provider, Fedgroup, was recently awarded a tender issued by ARGEN Actuarial Solutions to administer four liquidated unclaimed funds, totalling R180m. ARGEN is an expert in the liquidation of retirement funds and it went through a selection exercise to select an ideal unclaimed benefit fund to house the benefits of untraced […]

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Assupol 6

Get Rewired for retirement™

Life after retirement requires adjustment – both psychologically and financially. (more…)

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Retirement savings

How to prevent a financial day zero

By Belinda Carbutt, business development manager at Allan Gray. Over the past year, Western Cape residents have had to envisage a future without running water and adapt their lifestyles accordingly. They have rallied together to ward off ‘Day Zero’, cutting down on their water consumption and recycling water to get the most out of every […]

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The state of the South African retirement crisis

A guaranteed income for life and leaving money for children and grandchildren are the most important needs for South Africans when reaching retirement. This is according to Just Retirement Insights, independent research commissioned by Just in which South Africans between the ages of 55 and 85 years in the major metropolitan areas were interviewed. When […]

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Mercer index

Mercer’s Global Pension Index: SA’s rating improves

This year’s Melbourne Mercer Global Pension Index (MMGPI) was recently published. The Index measures the retirement income systems for 34 countries against more than 40 indicators. These include sub-indices measuring the adequacy, sustainability and integrity of the retirement system. (more…)

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