Articles tagged as "Pension fund"
The importance of an emergency fund in the two-pot era (updated)
For a long time, the retirement savings industry has observed how many South Africans have struggled to balance accumulating and preserving their long-term...
Two-pot: Enabling better retirements – for those who avoid the risks
The two-pot retirement system, which is set to be implemented on 1 September 2024, has been designed to improve retirement outcomes for South Africans by...
How to use financial products to enhance estate planning
Felicia Hlophe, legal adviser at Allan Gray, summarises four key estate planning principles and explains how some financial products can be used to provide a...
Making sense of the proposed two-pot retirement system
In February 2021, the National Treasury announced its intention to amend the retirement fund system in South Africa with the dual aim of creating limited...
Podcast: Are better outcomes for retirement savers on the horizon?
Allan Gray’s head of Assurance, Richard Carter, joins Umbrella Fund specialist Mica Townsend to discuss the challenges with the current system, the...
Upcoming changes to provident and provident preservation funds
The Taxation Laws Amendment Act includes changes to the legislation that governs provident and provident preservation funds that will come into effect on 1...
Divorce and your retirement savings
Divorce can be a traumatic and life-altering experience with wide-ranging social and financial implications. Lebona Khabo discusses entitlement when it comes...
How to bring conversations about saving out of the closet
Talking about finances at work can seem like a taboo subject, especially given that conversations about salaries, bonuses or saving for retirement usually ta...
How to maximise tax benefits before the end of the tax year
The end of February is the end of the tax year. Carla Rossouw explains why this is a good time to take maximum advantage of the incentives the government has...
