Media Centre

Retirement funds at inflection point

Financial literacy has to play much bigger role in advisory offering – consultant.

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Money mistakes made by Millennials

There’s a lot to be said about so-called Millennials, but recent data suggests they’re not good at managing credit.

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COULD YOU SAVE ENOUGH FOR RETIREMENT IF YOU ONLY START AT 35?

Employees in their twenties could be tempted to postpone saving for retirement for a decade or two, arguing that they would make up the shortfall later on when they earn a bigger salary.

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PENSION FUND AUTO-ENROLMENT: HOW WILL IT AFFECT US IN SOUTH AFRICA?

In his 2016 budget speech, the Minister of Finance said that despite the postponement of annuitisation for provident funds, government remains committed to its retirement reform objectives as announced in the 2014 Budget update on retirement reforms. Kobus Hanekom, Head: Strategy, Governance and Compliance at Simeka Consultants (Sanlam’s Consulting and Actuarial Services division), talks about the key elements of these reforms:

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TAXATION LAWS AMENDMENT BRINGS PENSION AND PROVIDENT FUNDS INTO LINE

‘T-Day legislation’ set for 1st March 2017

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THREE THINGS YOU NEED TO KNOW ABOUT RETIREMENT REFORM

Unpacking annuitisation, the increased deduction and the implications for high net worth individuals.

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WILL YOU BE MOVED TO AN UMBRELLA FUND?

If you belong to a stand-alone employer-sponsored occupational retirement fund, it’s likely that you will be caught up in the growing swing towards umbrella retirement funds as more and more employers and fund trustees find it too onerous to manage a fund.

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MUCH LIFE YET IN LIFESTAGE INVESTMENT OFFERINGS

There is much life in lifestage investment portfolios, it seems. Their popularity among retirement funds has increased over the past few years, and compared to other investment structures they are delivering highly competitive results. They are also an excellent solution to National Treasury’s proposals for post-retirement default annuity options.

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THE PROBLEM OF LONGEVITY

So you don’t want to retire destitute? Statistically, the odds are loaded against you.

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SOUTH AFRICANS URGED TO FOCUS ON 'DAY ONE' FOR A SUCCESSFUL RETIREMENT

South African retirement savers who get things right on “day one” of their journey to retirement have a better chance of achieving a financially independent retirement than their peers.

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