Retirement

Increased foreign portfolio investment limits

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…
InvestmentRetirement

Rewarding tax benefits

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…
Retirement

Saving tips to retire comfortably

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…
InvestmentRetirement

Annuity innovation no oxymoron

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…
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…