For many South Africans, semi-retirement is now replacing the "gold watch and farewell drinks" finality of the traditional retirement transition. Rather than a fixed event, people are increasingly...
Retirement
Take a look at our latest articles listed below.
Passing Wealth on: Next Generation Planning for South Africa
Inter-generational planning about passing wealth on isn’t just for the ultra-wealthy. Many South African families have accumulated meaningful wealth over time, through entrepreneurship, property...
Accessing your retirement funds when you emigrate
If you are planning to move abroad, accessing your retirement funds may prove to be more challenging from next year.
Annual review of your company retirement fund
In the light of changes in the legislative framework surrounding retirement funds and lump-sum benefits, it is important to review the structure and benefits of a retirement fund.
Approaching retirement in the time of Covid-19
Heading into retirement during the Covid-19 pandemic may feel like the worst possible timing. But the key is not to panic.
Best Retirement Fund Solution?
A life cycle fund will provide an outcome without reference to your circumstances, requirements, risk appetite, market conditions or relative opportunities.
Changing Retirement Legislation
In a country where government funding for retirees is not high on the priority list, personal retirement fund savings need all the help they can get.
Effects of Inflation on Retirement Capital
Although the intention to leave money to our children is a noble one, the effects of inflation are the biggest enemy to anyone’s financial plan.
Emigration and subsequent access to your retirement funds
A change to the financial rules around emigration will make accessing your retirement funds more challenging from 2021 onwards.
Ex-pat financial planning – QROPS
What you need to know about your UK pension and QROPS as a British expatriate living in South Africa.











