The Sanlam Umbrella Fund Symposium 2017
The Sanlam Umbrella Fund's annual Symposium is on our doorstep!
Balancing act of newer LA’s
The greatest risk investors in living annuities face is the possibility their money runs out. If they don't know they face this threat, they're unlikely to manage their investments properly.
How to get more from a pension fund
Every employer should use an independent adviser to put the retirement fund out to tender every couple of years.
Retirement saving and where to begin
When it comes to retirement saving, most people don't know where to start.
Tax numbers required for Section 14 transfers
With effect 1 March 2017, all retirement funds will be required to apply for a tax directive in respect of members transferring to the fund by means of a Section 14.