Article tags

Articles tagged as "Pension fund"

Insights categories - Retirement

The importance of an emergency fund in the two-pot era (updated)

By Tebogo Marite on 02 Sep 2024

Reading time: 8 mins

For a long time, the retirement savings industry has observed how many South Africans have struggled to balance accumulating and preserving their long-term...

Insights categories - Retirement

Two-pot: Enabling better retirements – for those who avoid the risks

By Shaun Duddy on 08 Aug 2024

Reading time: 20 mins

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...

Insights categories - Personal investing

How to use financial products to enhance estate planning

By Felicia Hlophe on 11 Sep 2023

Reading time: 10 mins

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...

Insights categories - Retirement

Making sense of the proposed two-pot retirement system

By Richard Carter on 27 Oct 2022

Reading time: 11 mins

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...

Insights categories - Retirement

Podcast: Are better outcomes for retirement savers on the horizon?

By Mica Townsend on 26 Oct 2022

Listening time: 36 mins

Allan Gray’s head of Assurance, Richard Carter, joins Umbrella Fund specialist Mica Townsend to discuss the challenges with the current system, the...

Insights categories - Retirement

Upcoming changes to provident and provident preservation funds

By Shaun Duddy on 27 Jan 2021

Reading time: 11 mins

The Taxation Laws Amendment Act includes changes to the legislation that governs provident and provident preservation funds that will come into effect on 1...

Insights categories - Retirement

Divorce and your retirement savings

By Lebona Khabo on 24 Nov 2020

Reading time: 10 mins

Divorce can be a traumatic and life-altering experience with wide-ranging social and financial implications. Lebona Khabo discusses entitlement when it comes...

Insights categories - Retirement

How to bring conversations about saving out of the closet

By Saleem Sonday on 16 Aug 2019

Reading time: 5 mins

Talking about finances at work can seem like a taboo subject, especially given that conversations about salaries, bonuses or saving for retirement usually ta...

Insights categories - Personal investing

How to maximise tax benefits before the end of the tax year

By Carla Rossouw on 24 Jan 2018

Reading time: 10 mins

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...

Categories

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.