Shaun Duddy, product development manager at Allan Gray. Retirees who primarily rely on their living annuity investments to provide them with a steady stream of income are often haunted by the question: How do I…
Increased foreign portfolio investment limits
March 31, 2022
Compiled by Lize de la Harpe, Legal Adviser at Glacier by Sanlam Introduction The FSCA recently published Communication 8 of 2022, confirming the increase in the foreign portfolio investment limits as set out in Regulation…
Twanji Kalula, investment writer at Allan Gray Despite taking steps to save, South Africans are at risk of having to make significant lifestyle-related downgrades when they are no longer actively earning an income. Being able…
Rewarding tax benefits
February 21, 2022
Natalie Kiewitt, Executive of Operations at PPS Investments Investing for retirement through a retirement annuity (RA) is an effective and rewarding way to save for retirement because of the unique benefits offered. The most significant…
Saving for Retirement: the emotional toll of choice
February 10, 2022
CEO Deane Moore from retirement income specialist, Just SA Must purchasing an annuity at retirement be an either/or decision? The start of every new year brings many aspects of our lives into focus, including health,…
Saving tips to retire comfortably
December 23, 2021
To borrow from Benjamin Franklin, “If you fail to plan, you are planning to fail”. This statement rings true when one considers the recent statistics that paint a bleak picture of what saving for retirement…
Annuity innovation no oxymoron
October 12, 2021
Bjorn Ladewig, Longevity Actuary at Just SA New generation solutions breathe new life into SA retirement industry While annuity solutions have been the primary source of retirement income for South Africans for decades, they tend…
To withdraw or not to withdraw?
August 17, 2021
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…
