Conventional wisdom says that living expenses rise uniformly with inflation, so many financial plans are based simply on that. But analysing the spending patterns of retirees shows us that the data tells a different story.
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In the spirit of World Financial Planning Day that was celebrated last Wednesday, Noluyolo Betela, client relationship manager at Allan Gray, shared strategies and plans that everyone can put in place to help […]
The COVID-19 pandemic and lockdown have changed the way we interact with each other. Most of us have embraced digital solutions and carried on with our jobs, but in a different manner altogether. […]
The COVID-19 pandemic and lockdown have changed the way we interact with each other. Most of us have embraced digital solutions and carried on with our jobs, but in a different manner altogether. […]
The Financial Planning Institute (FPI) and the Actuarial Society of South Africa (ASSA) have signed a Memorandum of Understanding (MOU) that will see these professional bodies work together to help retirement fund members […]
The Financial Planning Institute (FPI) and the Actuarial Society of South Africa (ASSA) have signed a Memorandum of Understanding (MOU) that will see these professional bodies work together to help retirement fund members […]
In various press releases last week the FSCA has advised members of the public to always check that an entity or individual is registered with the FSCA to provide Financial Advisory & Intermediary […]
In various press releases last week the FSCA has advised members of the public to always check that an entity or individual is registered with the FSCA to provide Financial Advisory & Intermediary […]
A recent Gartner poll showed that 48% of employees will likely work remotely at least part of the time after COVID-19 versus 30% before the pandemic. The pandemic has therefore forced the adoption […]
Over the last few weeks some of the major financial services companies released their results. How, if at all, have headline earnings been impacted because of the coronavirus pandemic and the associated lockdown? […]
Over the last few weeks some of the major financial services companies released their results. How, if at all, have headline earnings been impacted because of the coronavirus pandemic and the associated lockdown? […]
Towards the end of July 2020, National Treasury published the Draft Taxation Laws Amendment Bill, 2020 (Draft Tax Bill). One of the proposals of the Draft Tax Bill relates to an overhaul of the […]
When it comes to savings, there is no blanket approach that covers every life stage. In your 20s, you have completely different priorities compared to your 50s. As you get older, your priorities […]
By Joani van Vuuren, Siya Ngcamu and Ilyaas Mayet of Webber Wentzel From the plethora of cases successfully referred to the Financial Services Tribunal for reconsideration of a decision to debar, it is […]
Yesterday, the FSCA published the 2020 levy notice. With compliments of our colleague Paull Lawrence, here are two levy calculators to establish what your obligation will be: FSP levy calculator Sole Prop levies […]
Yesterday, the FSCA published the 2020 levy notice. With compliments of our colleague Paull Lawrence, here are two levy calculators to establish what your obligation will be: FSP levy calculator Sole Prop levies […]
“We are all at a crossroads and needing to reimagine our future. Several macro trends were already in play before COVID arrived and this has just escalated the conversation and the need to […]
