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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Alexander Forbes says it supports National Treasury’s proposed “two-bucket” system, as its latest Member Insights highlighted non-preservation as the main reason only 6% of fund members can expect to retire with a replacement […]
The key findings of Just SA’s latest tracking study Retirement Insights 2020 reveal the knock in confidence suffered by South African retirees and pre-retirees as a result of COVID-19, which has altered their […]
The 10X Investments’ Retirement Reality Report (RRR20) discussed last week, confirmed SA’s looming retirement crisis and delved deeper into factors affecting people’s retirement planning in South Africa. Looking at the role of employers […]
The annual 10X Investments’ Retirement Reality Report (RRR20), released last week, is one of the most significant surveys published in a long time. It is of specific importance to financial advisers who face […]
The annual 10X Retirement Reality Report indicates that saving for retirement is effectively insurance against outliving working life. Although this is a valid argument, why does such a high percentage of respondents not […]
Towards the end of July 2020, National Treasury published the Draft Taxation Laws Amendment Bill, 2020. One of the proposals relates to an overhaul of the rule for taking retirement funds abroad. In […]
In a recent communication the FSCA reminded all Boards of retirement funds and their administrators of the binding force of a fund’s rules in terms of section 13 of the Pension Funds Act, 1956, […]
The Institute of Retirement Funds Africa recently held and facilitated a Webinar on “Retirement Fund Contribution Options in the time of COVID-19,” and it is now freely available to employers, retirement funds and […]
The Institute of Retirement Funds Africa recently held and facilitated a Webinar on “Retirement Fund Contribution Options in the time of COVID-19,” and it is now freely available to employers, retirement funds and […]
“Life annuity rates have increased by 10-15% since the beginning of the year, which offsets the reduction in market values most people in or close to retirement have experienced in the recent market […]
“Life annuity rates have increased by 10-15% since the beginning of the year, which offsets the reduction in market values most people in or close to retirement have experienced in the recent market […]
Living annuities has become the product of choice when it comes to retirement for most advisers. The Coronavirus has shattered the myth that there is no place for the guaranteed annuities we have […]
Researchers at Stellenbosch University have come up with a novel approach in how we tackle retirement provision. It looks at the here and now, rather than make guestimates about an uncertain future. At […]
In November 2019, the “Just Retirement Insights 2019” study indicated that over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability. Eight out of 10 […]
In November 2019, the “Just Retirement Insights 2019” study indicated that over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability. Eight out of 10 […]
In May 2019, Rosemary Lightbody, the senior policy adviser at ASISA, indicated that despite the efforts already made by member companies, it is estimated that unclaimed assets worth R17.1 billion held in 147 221 products […]
