AssociationsFinancial PlanningRetirement

To withdraw or not to withdraw?

By Lelane Bezuidenhout, CFP®, CEO of FPI  FPI Response to National Treasury’s Media Statement: Process and Approach to Preservation and access to Retirement Savings  National Treasury has mentioned the possibility of amending the law to allow limited pre-retirement…
Financial PlanningRetirement

National Treasury proposes two-bucket system

Alexander Forbes National Treasury released a media statement on 11 August, noting that government and other stakeholders are exploring a ‘two-bucket’ system to address retirement fund members’ conflicting needs for longer-term financial security and short-term…
Retirement

Retirement planning is not a once-off event

Jaco Prinsloo, Wealth Manager at PPS Wealth Advisory As a wealth manager, I have observed that there are two typical clients. Some dread retirement, while others look forward to it. Those who dread it are…