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Member newsletters

2020

  • The ups and downs of investment markets (February 2020)  English
  • Explaining real losses vs paper losses  English
  • Covid-19 – Stick to your investment plan  English | Afrikaans

2019

  • The ups and downs of investment markets (July 2019)  English

2017

  • South Africa has been downgraded to “junk status” – what does this mean?  English
  • Retirement matters:  What is your number?   English
  • Dealing with debt  English | Afrikaans
  • 8 reasons why advice is necessary   English
  • Nearly half SA’s middle class is in ‘junk’ status   English
  • Só lyk die middelklas se geldsake   Afrikaans
  • Saving enough for retirement   English
  • Pros and cons: Guaranteed life annuities   English
  • Pros and cons: Living annuities   English
  • Tips on how to save for retirement   English

 2016

  • Do you know where your retirement savings are invested?   English
  • What you need to retire comfortably   English

2015

Umbrella Chat 3 2015

Umbrella Chat 2 2015

Umbrella Chat 1 2015

  • You’re not thinking about retirement because it seems a long way off   English | Afrikaans

2014

Umbrella Chat 3 2014

Umbrella Chat 2 2014

Umbrella Chat 1 2014

2013

Umbrella Chat 3 2013

  • Reinvest your retirement money when you change jobs or are retrenched   English Afrikaans

Umbrella Chat 2 2013

Umbrella Chat 1 2013

2012

Under the Umbrella Oct 2012

Under the Umbrella Jan 2012

Umbrella Chat 3 2012

Umbrella Chat 2 2012

  • Save your retirement pay-out when you change jobs. Don’t spend it!   English Afrikaans

Umbrella Chat 1 2012

2011

Under the Umbrella Oct 2011

  • Takes a look at life stages and the different financial needs attached to each stage       English Afrikaans

Under the Umbrella Jul 2011

Under the Umbrella May 2011

  • The impact of the 2011 national budget on retirement funds and the power of compound interest     English Afrikaans

2010

Under the umbrella Mar 2010

  • Should you settle your bond with your withdrawal benefit?     English 

2009

Under the umbrella Nov 2009

  • Advantages and disadvantages of a pension and provident fund     English 

Under the Umbrella Aug 2009

  • A law on the treatment of pension benefits in the event of divorce     English 
Latest news on legislation

2020

  • People’s Guide to the 2020 Budget: English
  • People’s Guide to the 2020 Budget: Afrikaans
  • People’s Guide to the 2020 Budget: Setswana
  • People’s Guide to the 2020 Budget: Xhosa
  • People’s Guide to the 2020 Budget: Zulu

2019

  • People’s Guide to the 2019 Budget: English
  • People’s Guide to the 2019 Budget: Afrikaans
  • People’s Guide to the 2019 Budget: Setswana
  • People’s Guide to the 2019 Budget: Xhosa
  • People’s Guide to the 2019 Budget: Zulu

2018

  • People’s Guide to the 2018 Budget: English
  • People’s Guide to the 2018 Budget: Afrikaans
  • People’s Guide to the 2018 Budget: Setswana
  • People’s Guide to the 2018 Budget: Xhosa
  • People’s Guide to the 2018 Budget: Zulu

2016

2015