by @Jaco van Tonder | Dec 7, 2023 | Investment / Asset Management, Retirement & Financial Planning, Retirement Annuities, Tax
Jaco van Tonder, Advisor Services Director, Ninety One Living annuities are never far from controversy in the South African advisory industry, as advisors and product providers debate the most appropriate application of these products to SA pensioners’...
by @Alix Moreillon | Oct 23, 2023 | Financial Tips, Retirement & Financial Planning, Retirement Annuities, SARS, Tax
Alix Moreillon, legal adviser at Allan Gray The rules around the payment of proceeds from South African long-term insurance policies to foreign bank accounts can be confusing. Alix Moreillon, legal adviser at Allan Gray, clarifies when annuity income from a...
by @Sumayya Davenhill | Sep 28, 2023 | Financial Tips, Investment / Asset Management, Retirement & Financial Planning, Retirement Annuities
Sumayya Davenhill, Head of Marketing at M&G Investments The value of financial advice is a tricky thing to quantify. Certain elements are measurable against investment performance while others are more behavioural aspects and therefore less quantifiable....
by @Felicia Hlophe | Sep 5, 2023 | Employee Benefits, Financial Tips, Retirement & Financial Planning, Retirement Annuities, Tax-free Investments, Wills and Estates
Felicia Hlophe, legal adviser at Allan Gray From the 11th to the 15th of September 2023, South Africa will observe National Wills Week – an optimal time to ensure your financial affairs are in order through well considered estate planning. “If used well,...
by @Bjorn Ladewig | Aug 25, 2023 | Employee Benefits, Financial Tips, Research, Retirement & Financial Planning, Retirement Annuities
Bjorn Ladewig, Head of Distribution at Just SA A new white paper on living annuities and the impact of drawdown rates, based on a study of 20 000 anonymous living annuitants, has been published by retirement income specialist Just SA. Some of the key...
by @Rocco Carr | Jul 14, 2023 | Financial Tips, Investment / Asset Management, Retirement & Financial Planning, Retirement Annuities
Rocco Carr, Business Development Manager at Glacier by Sanlam Blending diverse, multi-layered solutions for the optimal retirement income outcome Many people think that diversification in retirement is limited to the choices between guarantees and living...
