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Tandisizwe Mahlutshana

Top up your retirement annuity now!

Topping up your retirement annuity before the end of the tax season has some major financial benefits and will give any taxpayer a reason to smile in 2018. (more…)

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Muvhango Lukhaimane, Pension Funds Adjudicator

PFA reads out riot act to pension fund

Pension Funds Adjudicator, Muvhango Lukhaimane has read out the riot act to a pension fund and its administrator for failing to willingly provide a response to a complaint. (more…)

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Evergreen Lifestyles on retirement villages

Surge in demand for upmarket retirement housing

The prevailing idea of retirement housing is the stereotypical old age home: a hospital-like environment. But, says Arthur Case, CEO of retirement accommodation provider Evergreen Lifestyle, things are changing, largely owing to South Africa’s large, growing population of elderly people, which has created a gap in the market. (more…)

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Floris Slabbert

Which annuity should you choose?

We already know that how, where and with whom we invest our money is important, especially when investing for retirement. A healthy retirement fund is usually the result of long-term financial discipline and a signature of hard work. It is also crucial to unlocking the glory of our golden years. So how do we go […]

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Re-engineer retirement plans for better outcomes

Most retirement fund members will face serious problems at retirement, unless employers, trustees and their financial advisers focus on key levers to improve the probability that members will reach their desired retirement outcomes. (more…)

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Lesley-Ann Morgan (sml)_7580

As much income as possible at retirement, thank you

Megatrends in default investment strategies: What we can learn about post-retirement investment strategies from the UK and Australia. Last week at private dinner engagements hosted by Sanlam Investments in Johannesburg and Cape Town, Lesley-Ann Morgan, Global Head of Defined Contribution and Retirement Strategies at Schroders UK, shared fascinating insights into post-retirement default strategies and drew […]

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Azola Zuma

De-risking and fiduciary duty

In a landscape of continuous change and disruption, and in an investment environment marked by low growth and geopolitical instability, retirement fund trustees have to find new ways to meet their fiduciary responsibilities, said Azola Zuma, chief executive of Sanlam Investment Management at the recent 2017 Sanlam Investments Institutional Insights conference held in Johannesburg. (more…)

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Sara Herbert

Steps approved to action retirement fund reform

The next significant step in Government’s reformation of the retirement fund industry was taken last month (25 August 2017) and saw the implementation of the final retirement funds default regulations on 1 September 2017. Existing funds, however, have until 1 March 2019 to comply. (more…)

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