Industry Updates
How to align a lifestage strategy with annuity choice at retirement
Cape Town: Lifestage investment portfolios have increased in popularity among retirement funds over the past few years. Read more here as published in Insurance Gateway on 16 September 2015
T-Day on the horizon…again
You may recall that the Taxation Laws Amendment Act, 2013 was signed into law on 12 December 2013 with an effective date of 1 March 2015. In a media statement released by National Treasury on 16 October 2014, the...
Repair the disconnect through communication
The Sanlam Benchmark Survey has highlighted the fact that the typical South African employee does not engage with their retirement funding journey until it is too late
Cheap,
If innovation is the panacea for South Africa’s retirement savings woes, then a radical rethink is long overdue. Read the rest of the article here as published in Cover on 1 August 2015
Retirement reform in action
South Africa’s retirement reform debate started in earnest around 2007 when Government first unveiled some details regarding a proposed National Social Security System (
Holistic planning needed to ensure good retirement outcomes
Only a quarter of South African retirees are expected to be able to maintain their standard of living in retirement, according to the latest research released. Read the rest of the article here as published in Cover on...