Tag Archivesretirement

Grant Meintjes, Head of Securities, PSG Wealth.

Seven considerations when investing your retirement savings in shares

By Grant Meintjes, head of securities at PSG Wealth. Shares make good long-term investments, and this is no different when it comes to retirement savings – perhaps the ultimate form of long-term investment. Knowing how much to save and understanding some basic investment principles will put you in an excellent position to achieve your retirement […]

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Jac de Wet

Checklist: How to retire with enough money

To be part of the 6% of South Africans able to retire comfortably, you need to actively plan for a better retirement. Apart from starting as early as possible, Jac de Wet, National Head of Sales at PSG Wealth says there are six steps you can follow to maximise your retirement savings, giving you a […]

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D-day is coming for the SA retirement industry: What to consider when selecting a default investment portfolio

Treasury’s new default regulations for retirement funds are set to come into full effect from 1 March this year. Among other things, they will require retirement funds to have a suitable default investment portfolio in place for pre-retirement savings that is not excessively complex or unreasonably expensive. (more…)

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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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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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