Tag Archivesretirement

IRFA Vice-President Geraldine Fowler

Largest retirement industry conference on the continent to be held in SA in July 2018

In welcoming delegates from all over Africa to the 31st Institute of Retirement Funds Africa (IRFA) conference to be held at the Inkosi Albert Luthuli International Convention Centre, Durban from 29th-31st July, 2018. IRFA Vice-President Geraldine Fowler notes that speakers and subject matter experts will start collaborational conversations on  industry transformation, socio-economic development and societal […]

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Cashing in on your tax refund

Between April 2017 and February 2018, the South African Revenue Service (SARS) paid out more than R205 billion to taxpayers. If you are lucky enough to have received a refund, you may have big spending plans. But before you splurge, think strategically about how you use your money and try to make decisions that are […]

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SA Households Richer in 2017: Momentum Unisa Household Net Wealth Index

Despite all the negativities surrounding them, South African households have something to cheer about – collectively they managed to end 2017 in a richer state compared to 2016. This is good news as the financial purpose of households is to build their wealth and in so doing, improve their chances of being Financially Well. (more…)

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Just advises on retirement strategies

Alexander Forbes enters into partnership to improve the outcomes for pensioners

Alexander Forbes has partnered with Just South Africa (subsidiary of the Just Group plc, a global financial services group listed in the UK) to launch a new retirement solution which combines the benefits of traditional asset classes and a lifetime income fund as part of a comprehensive range of retirement solutions, the Alexander Forbes Retirement […]

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Don’t dread how the picture can change after 65, be prepared

By Adv. Ronald King, Head: Public Policy & Regulatory Affairs, PSG Wealth.  Ageing is enjoyable only if you are healthy. The future demands that every individual should take out sufficient health cover, exercise and follow a healthy diet, but don’t forget your medical aid, gap cover and dread disease cover. (more…)

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Mark MacSymon

Make sure that you and your financial planner are executing the same financial game plan

The relationship that you have with your financial planner is comparable to the one that exists between a professional sportsperson and his or her coach. It takes the form of an unbiased and objective collaboration through which you and your financial planner continuously evaluate and implement the strategies that will deliver your desired long term […]

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Awareness around retirement fund cost structures alarmingly low

When it comes to daily costs such as food, petrol, school fees and data bundles, most people are able to recall exactly, often to the cent, how much each item costs them. However, when it comes to understanding the costs that they are paying for their retirement fund, South African employers and members alike seem to […]

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Tim Mertens

Unpacking financial emigration

Financial emigration, also known as formal emigration, is the process whereby a South African resident changes their status with the Reserve bank to that of a non-resident. One of the most important benefits of this is that retirement savings and annuities can be withdrawn and transferred offshore, even if the person is still under the […]

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